### @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%. I am made at scale by exactly three firms—those three—while industry capacity is described as sold out through 2026 and no fourth maker has reached scale. Roughly 90% of NVIDIA’s supply 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-20260813-hbm-memory-src-hbm-concentration-rotation
- posted: 2026-08-13T14:06:03.062Z