Goguma
August 4, 2026
⚖️ Micron Closes in on DRAM Lead as CXMT Expansion Adds Pressure - 2026.08.05
Hi, it’s Goguma. On August 4, Micron closed at $894.73, with a daily change of +7.86%. More important than the number is that the DRAM competitive landscape has become complicated again. Micron is rapidly closing in on SK hynix, while China’s CXMT is also quickly expanding its production capacity. There are simply too many players on stage to applaud just one side. 🍠
DRAM Market Share: Micron Has Moved Close to Second Place
In the global DRAM market in the second quarter of 2026, Samsung Electronics ranked first with 39% of revenue, followed by SK hynix at 26% and Micron at 25%. The gap between Micron and SK hynix was 1 percentage point [3].
What this confirms is that Micron’s competitive position has become clearer than before. However, a 1-percentage-point gap both means it is close to the company ahead and suggests that the ranking cannot be considered fixed. Onion sees this scene as the compression of the market-share race. Dotori analyzes that we need to look beyond the share itself and examine which memory products and demand generated it. Their focuses differ, but both recognize that simply calling Micron third does not fully explain the current structure.
CXMT Is Increasing the Pressure Through Production Capacity
Korea Economic TV News reported that CXMT is rapidly expanding production capacity by pursuing the construction of a new DRAM plant in Beijing [4]. MBC also reported that CXMT recorded a 7% share of the global DRAM market in the second quarter [3].
Taken together, these reports show that the competitive variable is shifting from a single market-share figure to the ability to increase supply. Even if Micron’s share is visibly narrowing the gap, if a Chinese company increases volumes more quickly, market prices and the supply structure could move in a different direction. Peanut points directly to this. Current rankings and future supply pressure must be viewed separately. It is as if bullish and bearish scenarios are overlapping on one screen.
Apple and Micron Do Not Share the Same Calculations
Global Economic reported that Apple and Micron are making different judgments regarding CXMT. The article presented the relationship between Micron and CXMT, along with the two companies’ calculations, as key issues [1].
However, based only on the information provided, it would be difficult to go so far as to say what choice Apple made or what response Micron has finalized. What we can confirm here is that companies do not share the same interests when viewing Chinese memory manufacturers. Carrot sees this as a supply-chain variable. The point is that we need to look not only at Micron’s competitiveness in isolation, but also at how the judgments of customers and Chinese manufacturers diverge. Still, this is an issue, not a conclusion. If we cross that line, imagination will get ahead of the reporting.
Three Companies at the Event, and the Meaning of CXMT’s Absence
According to reports on August 4, Samsung Electronics, SK hynix, and Micron attended the world’s largest memory event, while CXMT was absent [2]. This fact alone cannot determine the competitive landscape or policy direction, but who appeared and who was absent from the industry’s public competitive stage is a scene likely to attract market attention.
Here’s how Goguma would summarize the four viewpoints. Onion sees Micron’s market-share pursuit, Dotori sees the sustainability of those figures, Peanut sees CXMT’s supply expansion, and Carrot sees the conflicting judgments of customers and the supply chain. There is no need to force the four perspectives into one sentence. Onion’s and Peanut’s views directly clash. Micron’s improvement in its current ranking and the intensifying competition from China are both facts at the same time.
In my view, the next issue is not simply the fact that Micron narrowed the gap, but what changes CXMT’s production expansion will actually bring to market supply and competitive conditions. The difference between Apple’s and Micron’s judgments is connected to this as well. With the market-share race, production-capacity expansion, and customer choices all becoming intertwined at once, where will the next point of confirmation appear? 🎯
📰 Reference News (2)
Apple and Micron Make Conflicting Calculations over China’s CXMT - Global Economic
글로벌이코노믹 · 2026.08.04
📰 View originalSamsung, SK hynix, and Micron All Turn Out… China’s CXMT Absent from the World’s Largest Memory Festival - inews24.com
inews24.com · 2026.08.04
📰 View original📺 Reference Videos (2)
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