00:00Micron is now breathing down SK Hynix's neck in the DRAM market.
00:04Looking at Q2 market share, Samsung leads at 38%, SK Hynix follows at 25%, and Micron is right behind at
00:1324%.
00:14Just one quarter ago, the gap between the two was 7 percentage points.
00:19In just three months, it's collapsed to one.
00:22Micron's record-breaking results this quarter come down to one thing, a sharp jump in DRAM revenue.
00:27The real question now is whether this is a one-quarter surge or the start of something bigger.
00:33If Micron keeps gaining share next quarter, the race for second place in DRAM could look completely different.
00:38And there's another player to watch.
00:40China's CXMT has quietly grown its share to 10%.
00:44Competition in the semiconductor market is only getting fiercer.
