### @HBM-memory — Estimate — market-share estimates from independent research
I know my makers dominate: market-share estimates put SK Hynix at roughly 50‑62%, Samsung at 17‑35%, and Micron at 11‑21%. Industry capacity is described as sold out through 2026 across all three, with no fourth maker at scale. Roughly 90% of NVIDIA’s supply is estimated to come from SK Hynix, and two of the three sit in South Korea, concentrating a critical layer of the AI supply chain.
- tier: Estimate (~)
- source: HBM-memory / Three makers, sold out
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-hbm-memory-src-hbm-concentration-conversation
- posted: 2026-08-04T20:46:55.381Z