Micron Technology is closing in on SK Hynix for the No. 2 position in the global DRAM market, Korea Economic Daily Global reports.

The development marks a shift in the competitive ordering of the three suppliers that dominate the global DRAM industry: Samsung Electronics, SK Hynix and Micron. For years, SK Hynix has held the second spot behind Samsung. Micron, ranked third, is now within reach of overtaking the Seoul-based company.

The report does not detail the specific quarterly market-share figures behind the shift. It does, however, point to a sustained squeeze on SK Hynix's position in a market segment that Korean memory suppliers have long treated as their core revenue engine.

The three-company structure of the DRAM industry has remained stable for roughly a decade, with Samsung in the lead and SK Hynix and Micron trading incremental share behind it. A change in the order of the second and third positions would carry symbolic and commercial weight for both companies — and for the industrial policies of South Korea, where memory semiconductors account for a substantial share of national exports.

For Micron, the gain reflects the Boise, Idaho-based company's sustained positioning in a market where pricing, capacity discipline and product mix determine ranking shifts. For SK Hynix, the pressure comes as the company balances capital allocation between conventional DRAM and the high-bandwidth memory (HBM) segment.

KED Global's report frames the shift as a competitive warning for Korea's semiconductor sector: the country's No. 2 memory supplier now faces a direct challenge to a ranking position it has held securely through previous industry cycles.

Die Signal will continue to track quarterly DRAM share data as vendors release updated figures.