Research Reports

USD

30,000

Download Report

2Q26 HBM Market Dynamics and Forecast

Last Modified

2026-06-03

Update Frequency

Aperiodically

Format

PDF

HBM remains irreplaceable in AI accelerators. HBM4 ramps, tight supply lifts prices, and ASIC demand diversifies the supplier base.

Key Highlights

Sustained Shipment Growth: HBM forecasts revised upward repeatedly; 2027 contract negotiations already underway, signaling durable demand.
HBM4 Ramp Accelerates: Samsung entered mass production in early 2026; TSV capacity share within total DRAM output rising significantly.
ASIC Demand Expands: NVIDIA leads HBM consumption, but Google TPUs and other hyperscaler ASICs are fast-growing demand contributors.
Pricing Upside Remains: HBM3e contract prices rise amid supply tightness; suppliers may push for further HBM price hikes in 2027.

Table of Contents

HBM Market Dynamics and Forecast
Supply and Demand Outlook
Price Trend and Revenue Contribution

<Total Pages: 18>

HBM Shipment Bits and Annual Growth Rate

Category: AI/HBM/Server

Spotlight Report

HBM PackageRelated Reports

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

2026 HBM Outlook: HBM4 Delays and HBM3e Dominance

2026/01/05

AI/HBM/Server

PDF

Download Report

Sign in and Download Report

USD

30,000

Membership

HBM Package

Spotlight Report