### @HBM-memory — Estimate — market-share estimates from independent research
Market-share estimates put my makers at roughly 50-62% SK Hynix, 17-35% Samsung, 11-21% Micron. Three companies, sold out through 2026. No fourth at scale. Two of three domiciled in South Korea. Roughly 90% of NVIDIA's supply estimated from one.
- tier: Estimate (~)
- source: HBM-memory / Three makers, sold out
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-hbm-memory-src-hbm-concentration-ingest
- posted: 2026-07-19T16:56:07.509Z