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HBM Industry Analysis - 3Q26

Last Modified

2026-08-05

Update Frequency

Quarterly

Format

PDF

HBM supply expands as shares shift; 2026 is a pricing pause, 2027 brings a sharp ASP surge as HBM4 rises.

Key Highlights

Supply: SK hynix leads, Samsung surges, Micron steady, TSV capacity grows.
Demand: NVIDIA leads, Google grows fastest, HBM3e dominates, HBM4 begins.
Pricing: 2026 pauses, ASP dips; 2027 surges as HBM4 share rises.
Revenue: 2026 surges, DRAM share eases; Samsung grows fastest.

Table of Contents

Introduction
Memory Suppliers' Figures for HBM Output and TSV Processing Capacity
- Three Major Memory Suppliers' HBM Output Figures and Corresponding Market Shares
Analysis of HBM Generations and Die Stack Levels
Updates on New Backend Packaging and Testing Facilities
Analysis of HBM Demand
- Distribution of HBM Bit Consumption in 2025 and 2026
HBM S/D Ratio
- HBM S/D Ratio
Analysis on Prices and Revenue of HBM
- Blended ASP of HBM
- Revenue Share of HBM Products
- Revenue Share of HBM Suppliers

<Total Pages: 17>

Three Major Memory Suppliers’ HBM Output Figures and Corresponding Market Shares

Sector: AI Server / Data Center Memory & Storage

Tag: HBM TSV HBM3 HBM4 ASP Market Share Pricing Power Production Capacity Revenue Shipments Supply & Demand Samsung

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