Research Reports

USD

30,000

Download Report

2026 HBM Outlook: HBM4 Delays and HBM3e Dominance

Last Modified

2026-01-05

Update Frequency

Aperiodically

Format

PDF

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>

Memory Suppliers’ Respective HBM4 Roadmaps

Category: AI/HBM/Server

Spotlight Report

HBM PackageRelated Reports

2Q26 HBM Market Dynamics and Forecast

2026/06/03

AI/HBM/Server

PDF

HBM Market Outlook：HBM Suppliers Seize Pricing Power as AI Demand Fuels Explosive Contract Price Surge

2026/05/27

AI/HBM/Server

PDF

1Q26 HBM Market Dynamics and Forecast

2026/03/06

AI/HBM/Server

PDF

Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027

2026/01/18

DRAM

PDF

2026 AI Memory Trends: HBM3e Price & DDR5 Shortage

2026/01/15

AI/HBM/Server

PDF

BlueField-4 Powers AI Agents: Driving SSD & Inference Demand

2026/01/09

AI/HBM/Server

PDF

Download Report

Sign in and Download Report

USD

30,000

Membership

HBM Package

Spotlight Report