SK hynix
One of the three suppliers able to make high-bandwidth memory at scale, so its stacking capacity and qualification schedule help set the ceiling on accelerator supply.
Current numbers
12-layer samples; 2026-06-18SK hynix HBM4E sample milestone, separate from volume
~50% / ~28%HBM supplier shares of 2026 bit output: SK hynix ~50% / Samsung ~28% / Micron the rest (TrendForce, March 2026)