Silicon · Second string · Team Google
Memory leader and the number two foundry.
From the Atlas key figure: 5.9% share in 2Q26, down from 6.5%. A $16.5bn Tesla AI6 contract at Taylor, Texas, runs to 2033 (reported). Source: datacenterdynamics.com.
Memory leader and the number two foundry.
Key figure 5.9% share in 2Q26, down from 6.5%. A $16.5bn Tesla AI6 contract at Taylor, Texas, runs to 2033 (reported).
Why it may rise Has an anchor customer for its US fab.
What could change it 2nm yields and more named customers.
sourced datacenterdynamics.comKey figure Retook the DRAM lead in Q2 2026 with 38 to 39%. HBM share about 33%, rising.
Why it leads Scale across DRAM and the HBM4 generation now shipping.
What could change it Counterpoint and IDC rank the leaders differently, so the lead is contested.
sourced counterpointresearch.comKey figure 62.7m units and 22.7% share in Q2 2026, up about 8%.
Why it leads Sells across every price band and makes its own memory.
What could change it Memory costs are raising phone prices (IDC: average price up 27.6%).
sourced biztechreports.com
$16.5bn AI6 chip contract at Taylor, Texas, to 2033. datacenterdynamics.com
On the map
DRAM leadership flipped to Samsung in Q2 2026 on Counterpoint's data. IDC still shows SK hynix first for 2025. counterpointresearch.com
On the map
First and second in Q2 2026 phone shipments, about 62.7m against 55.7m to 55.8m depending on the IDC release. idc.com
On the map
Led Mistral's €3bn Series D with Scaleup Europe and PSG Equity. techcrunch.com
On the mapRatings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: samsung.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.