Research Reports

USD

30,000

Download Report

HBM Market Bulletin - Jun. 23, 2026

Last Modified

2026-06-23

Update Frequency

Aperiodically

Format

PDF

Diverging HBM4 certification timelines are reshaping 2026 market share, with Samsung gaining ground as SK hynix faces delays.

Key Highlights

Samsung Leads Certification: First to complete HBM4 validation and begin shipments in 2Q26; shipment volume revised upward, securing position on NVIDIA Rubin platform.
SK hynix Faces Delays: Interface sync issues push mass production to 3Q26; capacity redirected to DDR5/LPDDR5, with full-year HBM4 shipments revised down significantly.
Micron Largely Unaffected: Capacity remains concentrated on HBM3e; HBM4 shipments see only minor downward revision with limited market share impact.
Samsung Eyes 2027 Dominance: Targeting doubled HBM shipments year-over-year, capitalizing on the strategic window created by competitor delays.

Table of Contents

Introduction
Samsung's Annual HBM4 Shipments Are Expected to Be Revised Upward as the Supplier Becomes the First to Deliver This Product Generation
SK hynix Encounters Qualification Delays; Its Full-Year HBM4 Shipments Are Revised Downward as Production Capacity Shifts to DDR5 and LPDDR5
Micron Focuses Production Capacity on HBM3e; HBM4 Shipments See Only a Slight Downward Revision
Samsung Is Expected to Significantly Expand HBM4 Market Share, and It Targets a Doubling of HBM Shipments for 2027
- Distribution of HBM4 Shipments by Supplier

<Total Pages: 2>

Distribution of HBM4 Shipments by Supplier

Category: AI/HBM/Server

Spotlight Report

HBM Market BulletinRelated Reports

HBM Market Bulletin - May 13, 2026

2026/05/13

AI/HBM/Server

PDF

HBM Market Bulletin - Apr. 21, 2026

2026/04/21

AI/HBM/Server

PDF

HBM Market Bulletin - Mar. 20, 2026

2026/03/20

AI/HBM/Server

PDF

HBM Market Bulletin - Feb. 12, 2026

2026/02/12

AI/HBM/Server

PDF

HBM Market Bulletin - Jan. 20, 2026

2026/01/20

AI/HBM/Server

PDF

HBM Market Bulletin - Dec. 16, 2025

2025/12/16

AI/HBM/Server

PDF

Download Report

Sign in and Download Report

USD

30,000

Membership

HBM Market Bulletin

Spotlight Report