Counterpoint Research recently shared that the demand for DRAM for AI purposes has resulted in a change at the top of manufacturer supply tables in Q2 2026. The research company noted incessant demand for AI-capable computing infrastructure means the need for DRAM is still outstripping supply, leading it to conclude the market for conventional iterations is set for continued price rises. Samsung capitalised the most in Q2, displacing SK Hynix which Counterpoint Research noted had stolen a march in the comparable period of 2025. SK Hynix’ share dropped from 39% to 26%, though the analyst house highlighted its revenue rose 214%. The yin to the yang of rising DRAM prices was a decline in HBM fees, though Counterpoint Research is confident a recovery will begin in 2027.