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.
12 data points·Unit: %·Last updated: Mar 2026
Projection / forecast
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)
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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.