HBM Supplier Market Share (Q1 2026)
Q1 2026 market share of the three HBM makers — SK Hynix, Samsung, Micron — plus HBM4 qualification status on Nvidia Vera Rubin, the key memory bottleneck for AI accelerators.
| Supplier | HBM share (Q1 2026) | Latest HBM gen | Note |
|---|---|---|---|
| SK Hynix | 58% | HBM3E in mass production; HBM4 Nvidia-qualified | No.1; down from 69% a year earlier |
| Samsung | 21% | HBM3E; HBM4 Nvidia-qualified | Tied No.2 with Micron |
| Micron | 21% | HBM3E; HBM4 Nvidia-qualified | Tied No.2 with Samsung |
Method & sources
Share figures from neutral research firm Counterpoint's "Global DRAM and HBM Market Share" (Q1 2026 HBM breakdown). ⚠ **This is the most recent verifiable neutral HBM split**; a Q2 2026 HBM-specific breakdown could not be confirmed from a neutral primary source (TrendForce's Q2 HBM report is paywalled; Counterpoint's Q2 piece covers DRAM, not HBM), and shares move fast, so Q1 2026 may be slightly stale. **The widely circulated "SK Hynix 62% / Micron overtakes Samsung" claim is NOT used** — it appears only in loose aggregators with no stated quarter; Counterpoint's Q1 has Samsung and Micron tied at 21%. HBM4: Nvidia CEO Jensen Huang stated in Seoul (2026-06-06, per Reuters) that all three are qualified, in production and racing to support Vera Rubin; per-vendor HBM4 volume splits are analyst estimates and are not used. Sources: Counterpoint https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share ; HBM4 qualification Reuters (via Yahoo) https://finance.yahoo.com/sectors/technology/articles/nvidia-certifies-samsung-sk-hynix-183947167.html .
Source: https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share
Retrieved: 2026-08-17