Global top-3 memory maker status, 1Q26

Chiawen Chang

Chiawen Chang, Analyst

AI demand to sustain memory boom in 2026; new competition among the "Big Three" begins.

Table of contents

Introduction
Quarterly revenues
Chart 1: Global top-3 memory makers combined revenues, 1Q25-1Q26 (US$b)
Chart 2: Memory business revenues of top-3 makers, 1Q25-1Q26 (US$b)
Factory status
Samsung
Chart 3: Samsung HBM factory status and investment movements
SK Hynix
Chart 4: SK Hynix HBM factory status and investment movements
Micron
Chart 5: New investments for Micron's plants worldwide
Memory industry highlights in 2026
Player strategies and movements
Chart 6: Development strategies for memory makers' two major product lines, 2026
SK Hynix memory tech
Chart 7: SK Hynix memory technology roadmap, 2026-2031
Player tech comparison
Chart 8: Comparison of HBM3E and HBM4 techs of top-3 makers
NAND flash business deployment
Chart 9: NAND flash business deployment direction by memory makers, 2026
CXMT
Chart 10: CXMT investment plans and factory deployment
Summary
Chart 11: Memory revenue outlook in 1Q26 and top-3 memory maker 2026 deployment

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Published: March 20, 2026

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