HBM Market Bulletin - May 13, 2026

Last Modified

2026-05-13

Update Frequency

Monthly

Format

PDF

The three major HBM suppliers highlighted HBM4 mass production and HBM4e development, as competition shifts toward pricing power and next-generation specs. Suppliers also remain positive on long-term HBM pricing despite stronger conventional DRAM profitability.

Key Highlights

HBM4: Suppliers advance ramp; Samsung secures pricing premium.
HBM4e: 1c/1gamma nm nodes, 2H26 sampling, 2027 mass production.
Margins: Despite stronger conventional DRAM profitability, suppliers remain positive on long-term HBM pricing.
Architecture: LPU complements GPU, sustaining HBM demand.
Capacity: Micron is advancing its Singapore packaging and Taichung wafer fabs, while SK hynix’s M15x expansion remains focused on HBM capacity.