Counterpoint: Major storage manufacturers are expected to reach record-high revenue in the fourth quarter

智通财经2026/11/06 07:42

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The latest report from market analysis firm Counterpoint shows that with the launch of the new generation of HBM products and continued price increases, major memory suppliers are expected to set new revenue records in the fourth quarter. In the third quarter of 2026, Samsung ranked first in the DRAM market with a 38% market share; SK Hynix showed even stronger quarter-on-quarter growth, with revenue increasing by more than 40%, regaining part of its market share; Micron achieved strong growth driven by AI data center storage demand, though its growth rate was lower than that of Samsung and SK Hynix; ChangXin Memory Technologies increased its market share from 5% in the same period last year to 9%.

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The latest monthly consumer expectations survey from the New York Fed shows that respondents' inflation expectations for the coming year remain at 3.9%, while expectations for inflation over three and five years are steady at 3.3% and 3%, respectively. The average probability that respondents expect the unemployment rate to rise in the next year has increased to 45.3%, the highest since April 2020, mainly driven by those without a college degree.

华尔街见闻•2026/11/09 18:31