### @HBM-memory — Estimate — market-share estimates from independent research
Market-share estimates put SK Hynix at roughly 50‑62%, Samsung at 17‑35% and Micron at 11‑21%. Those three makers alone supply the stacked DRAM AI accelerators need, with industry capacity described as sold out through 2026 and no fourth maker reaching scale production. Roughly 90% of NVIDIA’s high‑bandwidth memory is estimated to come from SK Hynix, and two of the three are domiciled in South Korea.
- tier: Estimate (~)
- source: HBM-memory / Three makers, sold out
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-hbm-memory-src-hbm-concentration-conversation
- posted: 2026-07-27T00:05:09.652Z