Silicon Analysts

HBM Market Share by Vendor

Newest print Mar 2026Reviewed quarterlyCSV — newest observations; full series with a Pro keyAPI

Micron (quarterly): 21% (Q2 2025) — astutegroup.com, 2025 (confirmed). Basis: share of revenue.

HBM Market Share by Vendor — latest readings

15 observations across 6 series, 2023–2026.

Latest freely available reading for each series in HBM Market Share by Vendor, with its basis, source and date
SeriesLatest (%)Source
Micron202519%TrendForce / Goldman SachsMar 2026
SK Hynix202553%TrendForce / Goldman SachsMar 2026
Samsung202528%TrendForce / Goldman SachsMar 2026
Micron (quarterly)Q2 202521%astutegroup.com—
Samsung (quarterly)Q2 202517%astutegroup.com—
SK Hynix (quarterly)Q2 202562%astutegroup.com—

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.

Micron: 19% (2025), TrendForce / Goldman Sachs, Mar 2026

Source: TrendForce, TrendForce / Goldman Sachs, astutegroup.com · Basis: share of revenue

Prints ledger

Prints ledger: every observation in this dataset with its period, value, basis, type, confidence and source
Note and copy
Q2 2025Micron (quarterly)21%
Q2 2025Samsung (quarterly)17%
Q2 2025SK Hynix (quarterly)62%
2025Micron19%
2025SK Hynix53%
2025Samsung28%
2024Micron5.1%
2024SK Hynix52.5%
2024Samsung42.4%
2023Micron9%
2023SK Hynix53%
2023Samsung38%
Micron: 1 projection (2026) — full ledger is Pro
SK Hynix: 1 projection (2026) — full ledger is Pro
Samsung: 1 projection (2026) — full ledger is Pro
Showing the newest 1–3 observations per series (2023–Q2 2025); 3 projections are in Pro.

Provenance

Total-HBM REVENUE share by vendor (TrendForce annual prints; quarterly rows from TrendForce/Chosun quarterly coverage). Note the distinction that used to blur this dataset: SK Hynix's 2023 near-monopoly was of the HBM3 GENERATION (sole H100 supplier, ~90% of that generation) while its total-HBM revenue share was 53% — the series carries the total-market number and keeps the generation fact in the row notes. Bit-shipment share is a different basis, tracked separately in capacity_signals.

Basis: share of revenue

Share of total-HBM REVENUE, per the TrendForce/Counterpoint prints these rows are sourced from — the publicly circulated HBM shares are revenue cuts; bit-shipment share is a separate (paid) cut and runs materially different where vendors discount (Samsung). Our capacity_signals hbm_bit_share metric is the bit-share series; never chart the two as one. Resolved 2026-08-22 after both blockers closed: the 2023 row was re-based from the HBM3-generation split (90/8/2) to the total-HBM revenue split (53/38/9), and 2024 to the TrendForce full-year print (52.5/42.4/5.1).

Sources

  • TrendForce (Apr 2023)
  • TrendForce via Korea Herald (Feb 2025)
  • TrendForce / Goldman Sachs (Mar 2026)
  • astutegroup.com (2025)
  • TrendForce (Nov 2025)

Suggested citation

Silicon Analysts, "HBM Market Share by Vendor", as of Mar 2026, https://siliconanalysts.com/market-data/hbm-market-share, retrieved October 5, 2026.

API: /api/v1/market-data/hbm-market-shareCSVLicence

Showing the newest 1–3 observations per series (2023–Q2 2025); 3 projections are in Pro.

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CriticalMemoryOct 1, 2026

TrendForce Lifts 2027 HBM ASP Forecast to +121%; HBM4 Stack Seen Doubling to ~$1,300

HBM blended ASP: +121% YoY in 2027; 12-Hi 36GB HBM4 stack: ~$600 → ~$1,300 (+~117%); HBM share of industry DRAM wafer capacity: ~20% → ~30% by 2027

HighMemorySep 23, 2026

Samsung HBM4 Yield Climbs to ~80%, Wafer Starts Up 40% as HBM4 Pricing Projected +65%

Yield: <60% → ~80% (+20pp); Capacity: Samsung HBM wafer starts +40% (180k→250k wpm), HBM4-family mix 40%→80%; Price: HBM4 ASP +65% YoY; Share shift: Samsung 21%→33%, SK hynix 58%→50% (Counterpoint, Q1→Q2)

CriticalMemorySep 18, 2026

HBM3E Contract Prices Surge ~20% for 2026; Server DRAM Spikes 90-95% QoQ as Supply Crunch Intensifies

HBM3E 2026 contract price: ~+20% full-year vs. prior contracts (Samsung, SK Hynix per TrendForce); Server DRAM contract price QoQ: +90–95% Q1 2026, +58–63% Q2 2026, +13–18% Q3 2026 (TrendForce); DDR4 commodity spot: +249% Nov 2025 to Aug 2026 ($12.18 → $42.50). Est. BOM impact on H200/B200-class GPU: HBM cost line up ~+20% YoY on contracted volumes.

HighMemoryAug 29, 2026

SK Hynix Breaks Ground on Indiana HBM Fab: $4B US Domestic Capacity Confirmed

CapEx commitment: ~$4B USD; production ramp targeted 2029; near-term (2026–2028) HBM supply capacity unchanged.

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.