Q1 Global DRAM Market Share Ranking: Samsung Maintains Lead, YMTC's Share Rises to 7.7%
May 27 — Per CFM Flash Market Data, Samsung’s first-quarter DRAM sales revenue hit $38.214 billion, surging 98.4% sequentially. It secured a 40.5% market share, widening its lead over competitors to hold the top spot. SK Hynix notched $27.925 billion in first-quarter DRAM sales, with a larger proportion of HBM supply; its revenue growth rate stood at 62.1%, lower than peer suppliers, giving it a 29.6% market share to place second. Micron’s first quarter (December 2025 to February 2026) DRAM revenue reached $18.768 billion, up 73.6% sequentially, capturing a 19.9% market share to rank third. YMTC generated $7.309 billion in first-quarter DRAM sales, jumping 115.1% sequentially, with its market share rising to 7.7% to claim fourth place.
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ChangXin IPO Filing Details: Q1 Revenue Surpasses Micron's by 31%, Holds Largest Market Share in China and Fourth Globally
May 27 — According to the IPO prospectus submitted by Changxin Technology, the semiconductor firm has secured a spot among the world’s top memory suppliers, trailing only three global industry leaders. That said, a significant scale gap persists between Changxin and its larger peers: the company’s first-quarter 2026 revenue hit RMB 50.8 billion, equivalent to just 31% of Micron’s revenue over the same period. On a latest quarterly revenue basis, Micron is roughly 3.2 times Changxin’s size, SK Hynix about 4.7 times, and Samsung Memory approximately 6.7 times larger.
Changxin’s revenue growth is driven by three core factors: capacity ramp-up, product structure upgrades, and a rebound in DRAM prices. Since late 2025, the mass production of DDR5 and LPDDR5/5X chips, combined with tightened supply chain conditions, has led to notable improvements in both revenue and profit margins during the first quarter.
In terms of market share, based on fourth-quarter 2025 sales data, Changxin held a
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HYPE's biggest short seller, Loracle, has a remaining margin of less than $500, with the short position still incurring a $30.5 million loss.
May 27 – Per monitoring by Hyperinsight via its Telegram channel @HyperInsight, trader "Trader Loracle" made two separate attempts to short SanDisk (SNDK) overnight, leading to a total of 3 liquidations across the positions, with cumulative liquidation value hitting $530,000.
As HYPE surged past the $62 threshold, the whale’s account margin dropped below $500. The wallet currently holds a 5x-leveraged short position on 1.8 million HYPE. Due to HYPE’s price rally, the position’s notional size has ballooned passively to $112 million; the short entry price was $45.37, while the liquidation price stands at $89.4, resulting in a $30.5 million floating loss (-136%). The same address also maintains a $35.5 million short position on Bitcoin (BTC), which is posting a modest loss.
This HYPE short was opened on April 20, when HYPE traded around $41. Over the past week, the account has recorded total withdrawals exceeding $22.9 million.
Wallet Address: 0x8def9f50456c6c4e37fa5d3d57f108ed23992dae
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A whale withdrew nearly 2900 ZEC from Binance, realizing a profit of over $3.36 million
On May 27, monitoring data from Onchain Lens shows a whale address withdrew 2,872 ZEC from Binance, valued at roughly $1.66 million. The address currently holds a total of 14,495 ZEC, worth approximately $8.35 million, with an unrealized gain of $3.367 million.
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Huobi HTX will launch WALLI (Wallitelli) at 3:00 PM tomorrow, and will also simultaneously add WALLI/USDT (10X) isolated margin trading.
Huobi HTX Announcement
May 27:
- WALLI deposit services will go live on May 27 at 5:00 PM (GMT+8).
- WALLI/USDT spot trading will open on May 28 at 3:00 PM (GMT+8).
- WALLI withdrawal services will be available starting May 29 at 3:00 PM (GMT+8).
- Huobi Futures will add WALLI/USDT (10x) isolated margin trading concurrently on May 28 at 3:00 PM (GMT+8).
Project Profile: Wallitelli is an AI-driven wallet perception layer that helps Web3 participants gain clear, private daily insights into their risk exposure, asset positions, and wallet behavior.
4 minutes ago
「Stock Market Oracle」 Serenity Issues Buy Order Recommendation for New Stock XFAB, Opening with Approximately 10% Gain
On May 27, market data shows that driven by a pump signal from self-styled “IPO God” Serenity, XFAB opened on Euronext Paris with a roughly 10% gain today, and is currently trading at €9.88.
BlockBeats previously reported that earlier today, Serenity — the so-called “IPO God” — disclosed a long position in semiconductor company XFAB, noting that its current $1.2 billion market capitalization is attractive. The key catalyst behind this is the upcoming EU Chip Act 2.0, which is expected to focus on supporting photonics sector firms, with XFAB highly likely to be included in the initiative once again. The company maintains close business ties with NVIDIA: in the silicon photonics field, through its “photonixFAB” project, XFAB is preparing for mass production of NVIDIA’s optical transceivers, optical switches, and other related products.
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