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2026 HBM Outlook: HBM4 Delays and HBM3e Dominance
Last Modified
2026-01-05
Update Frequency
Aperiodically
Format
Raised specs delayed HBM4 production, keeping HBM3e dominant. Samsung leads verification with advanced tech, while SK hynix retains the top share.
Key Highlights
- NVIDIA's higher speed specs forced design revisions, delaying HBM4 output and keeping HBM3e mainstream.
- Samsung leads verification with advanced processes, positioning it well for high-spec demands, while peers adjust designs.
- SK hynix will retain the largest market share via contracts, followed by Samsung.
目录
- Introduction
- Memory Suppliers' Respective HBM4 Roadmaps
<Total Pages: 4>
Category: AI Server/HBM/Server
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