HBM Market Share by Vendor — Historical Time Series Data
HBM market share split between SK Hynix, Samsung, and Micron, annually from 2023 through 2026E. Tracks SK Hynix dominance eroding as Samsung and Micron ramp HBM3E.
HBM Market Share by Vendor
HBM market share split between SK Hynix, Samsung, and Micron, annually from 2023 through 2026E. Tracks SK Hynix dominance eroding as Samsung and Micron ramp HBM3E.
Data Table
| Period | Series | Value |
|---|---|---|
2023 | SK Hynix | 90% |
2023 | Samsung | 8% |
2023 | Micron | 2% |
2024 | SK Hynix | 58% |
2024 | Samsung | 25% |
2024 | Micron | 17% |
2025 | SK Hynix | 53% |
2025 | Samsung | 28% |
2025 | Micron | 19% |
2026EP | SK Hynix | 50% |
2026EP | Samsung | 30% |
2026EP | Micron | 20% |
Methodology & Sources
Sources: The Register (May 2024), TrendForce, Deep Research (99 sources). 2023 SK Hynix near-monopoly driven by sole H100 supplier status.
Citations:
- The Register (May 2024)
- Deep Research (99 sources) (Mar 2026)
- TrendForce / Goldman Sachs (Mar 2026)
- TrendForce (Nov 2025)
Related Tools
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Market intelligence on this data
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CoWoS yield: 98-99% confirmed in HVM (positive); HBM4E 12-stack yield risk flagged — potential stack-count reduction from 12 to 8 layers (est. HBM capacity-per-die reduction of ~33% if downgrade confirmed); TSMC 2026 CapEx raised to $60-64B record (capacity positive).
Samsung HBM4 Hits 80% 'Golden Yield' — Four Months Ahead of Schedule, Supply Tightness Set to Ease
Yield improvement: Samsung HBM4 from <60% (Feb 2026 launch) to ~80% (Aug 2026) — approx. +20 pp in ~6 months; SK Hynix HBM4 yield also reported at ~80%; HBM4E target set at 70% pre-launch (H1 2027). 2027 HBM supply for all three vendors reported as fully booked.
SK Hynix 54 Trillion Won CapEx Locked In; Nvidia Rubin Ultra Downgrading HBM Stack Amid Structural Supply Crunch
CapEx: +54 trillion KRW (~$39B) across Y2 and M17 fabs; HBM capacity additions: Y1 initial production February 2027, M17 December 2028, Y2 June 2029 (plus 12–18 months yield ramp each); Contract DRAM prices: +90–95% QoQ in Q1 2026 (largest single-quarter spike on record per TechTimes); Nvidia Rubin Ultra HBM stack: downgraded from 16-stack HBM4E to 12-stack or 8-stack variants under evaluation; Lam Research advanced packaging revenue outlook raised from >40% to >70% YoY growth in current fiscal year.
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Frequently Asked Questions
- Why is SK Hynix losing HBM market share?
- SK Hynix’s share has declined from 90% in 2023 to roughly 53% in 2025 as Samsung and Micron successfully qualified HBM3E for NVIDIA and AMD platforms. Samsung has been aggressive on pricing (30% below SK Hynix) to win H20 and B200 supply slots.
- Will Micron become a major HBM supplier?
- Micron has grown from 2% HBM market share in 2023 to approximately 19% in 2025, and is projected to reach 20% by 2026. Micron’s HBM3E is qualified for the H200 and the company is pursuing B200 qualification.