HBM Market Analysis (2026) — Pricing, Supply Chain & Forecast Dashboard
As of February 2026, track high bandwidth memory market dynamics. HBM3 ~$200/stack, HBM3E ~$300/stack, HBM4 ~$500/stack (est.). SK Hynix leads at 50-55% market share. Compare HBM configurations across NVIDIA H100, H200, B200, AMD MI300X, MI325X, Google TPU v5p, and other AI accelerators. Track vendor market share, supply chain qualification signals, and revenue forecasts through 2027. Data available via free JSON API at /api/v1/hbm for programmatic access.
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HBM Market FAQ
- What is HBM and why is it critical for AI chips?
- HBM (High Bandwidth Memory) is a 3D-stacked DRAM technology that delivers 5–10× the memory bandwidth of standard GDDR. AI training and inference workloads are memory-bandwidth-bound, making HBM essential for GPUs like NVIDIA H100/B200 and AMD MI300X. Each HBM stack uses through-silicon vias (TSVs) to vertically connect multiple DRAM dies.
- What is the difference between HBM3, HBM3E, and HBM4?
- HBM3 offers up to 819 GB/s per stack (used in H100/MI300X). HBM3E increases bandwidth to 1.18 TB/s per stack with higher density (used in H200/B200). HBM4, expected in 2025–2026, will use a new base-logic die architecture for 1.5+ TB/s per stack with up to 48GB capacity, targeting next-gen AI accelerators.
- Who are the major HBM suppliers and what is their market share?
- SK Hynix leads with approximately 50–55% market share, followed by Samsung at 35–40% and Micron at 5–10%. SK Hynix was first to mass-produce HBM3E and has secured the majority of NVIDIA supply contracts. Samsung is ramping its 12-high HBM3E, while Micron supplies select designs.
- How much does HBM cost per GB?
- HBM3 costs approximately $8–10 per GB ($200 per 24GB stack). HBM3E costs approximately $8–10 per GB ($300 per 36GB stack). HBM pricing varies by contract terms, volume, and supplier. HBM commands a 5–6× premium over equivalent DDR5 capacity due to the complex 3D stacking and TSV manufacturing process.