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2026 HBM Outlook: HBM4 Delays and HBM3e Dominance

Last Modified

2026-01-05

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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

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