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2026 Global HBM Market Forecast: AI-Driven Demand and HBM4 Production Trends

Last Modified

2026-02-06

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DRAM industry will focus on HBM capacity expansion, with Chinese suppliers limited by equipment restrictions; major players like Samsung, SK hynix, and Micron emphasize tech migration and AI applications, intensifying HBM competition where HBM4 validation will shape market shares, while conventional DRAM relies on tech upgrades for growth.

Key Highlights

Chinese suppliers are constrained by equipment restrictions, hindering capex growth.
DRAM capacity expansions emphasize HBM, with intensified competition, steady global capacity rise, and gradual TSV ratio increase.
Key suppliers like Samsung focus on tech migration and conservative output, while SK hynix and Micron prioritize HBM and advanced tech.
Suppliers direct capacity toward AI-related applications, expecting HBM3e to remain dominant.
DRAM contract prices continue rising amid shortages and demand, contributing to upward HBM pricing.

Table of Contents

AI is Rewriting the Memory Industry Landscape
DRAM Capacity Shifts Toward AI Applications
AI Boom Fuels Strong Growth in HBM Demand
DRAM Price Rally Contributes to Upward Movement in HBM Pricing
TRI’s View

<Total Pages: 28>

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