Research Reports

USD

30,000

Download Report

HBM Industry Analysis - 4Q26

Last Modified

2026-11-05

Update Frequency

Quarterly

Format

PDF

HBM demand surges as HBM4 ramps; tight supply lifts 2027 pricing and revenue, while Samsung's expansion reshapes supplier rankings.

Key Highlights

Supplier Landscape: Samsung's HBM4 lead and aggressive expansion may restore its top rank in 2027; SK hynix slips to second, Micron holds share.
Demand Mix: NVIDIA still dominates, while ASIC players like Google rise fast and dilute others' shares.
Supply-Demand: Demand outpaces supply, nearing balance; mix shifts from HBM3e to HBM4 and HBM4e.
Pricing and Revenue: Suppliers gain pricing power in 2027, lifting ASP and revenue sharply; growth moderates later.

Table of Contents

Introduction
Memory Suppliers' Figures for HBM Shipments and TSV Processing Capacity
- HBM Suppliers' Output Figures and 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 2026 and 2027
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>

Distribution of HBM Bit Consumption in 2026 and 2027

Sector: AI Server / Data Center Memory & Storage

Tag: HBM TSV ASP Market Share Production Capacity Revenue Shipments Supply & Demand

Spotlight Report

HBM Quarterly ReportRelated Reports

HBM Industry Analysis - 3Q26

2026/08/05

AI/HBM/Server

PDF

HBM Industry Analysis - 2Q26

2026/04/30

AI/HBM/Server

PDF

HBM Industry Analysis - 1Q26

2026/02/04

AI/HBM/Server

PDF

Soaring Memory Prices Impact End Products, Specification Downgrading Becomes a Trend

2025/12/09

AI/HBM/Server

PDF

Memory Surge Raises BOM, Trims 2026 Phone and NB View

2025/11/14

DRAM

PDF

HBM Industry Analysis - 4Q25

2025/10/31

AI/HBM/Server

PDF

Download Report

Sign in and Download Report

USD

30,000

Membership

HBM Quarterly Report

Spotlight Report