Overview
- Counterpoint Research reported that SK hynix remained the top HBM supplier by revenue but saw its share fall to 50 percent while Samsung’s rose to 33 percent and Micron’s slipped to about 18 percent.
- Most current HBM revenue still comes from fifth‑generation HBM3E, so quarter‑to‑quarter results mainly reflect product mix and pricing rather than full HBM4 adoption.
- Shipments of sixth‑generation HBM4 are expected to become more visible in the second half of the year and industry trackers say those shipments will influence market shares.
- Counterpoint forecast that Samsung will continue to gain share as it ramps HBM4 shipments, while SK hynix says its long lead in time to market, yield and customer trust remains a competitive advantage.
- HBM is a high‑performance memory used in AI accelerators and data centers so changes in supplier position and HBM4 ramp timing could affect chip pricing, customer supply plans and the pace at which data centers upgrade for AI workloads.