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HBM Market Bulletin - Oct. 16, 2026
Last Modified
2026-10-16
Update Frequency
Monthly
Format
HBM shortages push AI chipmakers to cut stack heights, making 8hi mainstream from 2H27 while 12hi share declines.
Key Highlights
- Spec Shift: Supply bottlenecks lead vendors to adjust HBM capacity, lifting 8hi penetration sharply.
- Customer Strategy: NVIDIA Rubin Ultra and Google's new TPUs use 8hi; AMD keeps 12hi HBM but at limited scale.
- Generation Mix: HBM4 stays 12hi-led in 1H27, then 8hi rises; 8hi share also grows in HBM3e and HBM4e.
- Outlook: HBM stays undersupplied through 2028, so 8hi output surges and remains a mainstream spec.
Table of Contents
- Introduction
- 8hi HBM to Become Mainstream in 2H27
<Total Pages: 2>
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