Memory Makers' Quarterly Revenue (Q2 2026)
Latest quarterly revenue and YoY growth for the three big memory makers — SK Hynix, Samsung, Micron — all at records amid the AI-driven memory super-cycle.
| Company | Fiscal quarter | Revenue | YoY | HBM/AI note |
|---|---|---|---|---|
| SK Hynix | 2Q 2026 (ended 6/30) | KRW 79.32 tn (~$55.5B) | +257% | HBM4 in mass production; AI-server demand |
| Samsung (DS division) | Q2 2026 (ended 6/30) | KRW 127.5 tn (~$89B, DS) | +357% (DS) | HBM4 ramp, first HBM4E samples; memory not broken out |
| Micron | FQ3 2026 (ended 5/28) | $41.46B | +346% | HBM3E/HBM4 booked through CY2027 |
Method & sources
Revenue is from each company's first-party earnings, retrieved 2026-08-17. SK Hynix Q2 2026 confirmed directly from its official page; Samsung discloses the **Device Solutions (DS)** division total (KRW 127.5 tn, bundling Memory + Foundry + System LSI) and **does not break out standalone Memory revenue**, so its YoY is DS-division; Micron FQ3 2026 (ended 5/28, offset fiscal year) confirmed from **SEC Exhibit 99.1 first-party** (revenue $41,456M). **None of the three disclose standalone HBM revenue**; HBM notes are company commentary (earnings call / press release). **FX is not first-party**: SK Hynix and Samsung report in KRW; USD conversions use ~1,430 KRW/USD (Samsung itself implied ~1,459) — KRW governs. Sources: SK Hynix https://news.skhynix.com/en/q2-2026-business-results/ ; Samsung https://news.samsung.com/global/samsung-electronics-announces-second-quarter-2026-results ; Micron (SEC 8-K Ex-99.1) https://www.sec.gov/Archives/edgar/data/723125/000072312526000013/a2026q3ex991-pressrelease.htm .
Source: https://news.skhynix.com/en/q2-2026-business-results/
Retrieved: 2026-08-17