HBM supplier shares of 2026 global HBM bit output: SK hynix ~50% (59% in 2025), Samsung ~28% (20% in 2025), Micron the remainder; SK hynix over half of NVIDIA’s 2026 HBM supply
~50% / ~28%estimate
| Value kind | estimate — Interpret this value according to its displayed kind, scope, source, and as-of date. |
|---|---|
| Scope | Reported market estimates; allocation is contractual — these are market reference points, not a buyer’s queue position. |
| Caveat | Samsung’s HBM4 yield reportedly reached ~80% by August 2026, so the second-half 2026 split can move toward Samsung. |
| As of | 2026-03 |
| Source | TrendForce news, 9 March 2026 (citing Korean press reports): SK hynix will still lead global HBM bit output with a 50% share, down from 59% in 2025, while Samsung’s portion climbs from 20% to 28%; SK hynix is to take over half of NVIDIA’s total 2026 HBM supply, while Samsung is set to lead Vera Rubin-specific HBM4. · Share paragraphs (global bit output; NVIDIA supply) |
| Review | checking…review by 2026-10-16 · standard cadence |
| Recorded changes | last 2026-09-16 · 2 revisions tracked |
| Claim id | sk-hynix-50-55-60-70-of-rubin-hbm4-samsung-25 |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.