Expired70% confidenceFactExact time

Only three companies globally—Micron, SK Hynix, and Samsung—have HBM mass production capability.

4

Sources

70%

Confidence

Medium-term (~90 days)

Relevance

7/6/2026

First Seen

Valid until: 10/4/2026(expired)

Sources

GLM-4 Open Source Strikes Back: The AI War Expands to Memory and Space Computing

bilibili智灵Shaw7/3/2026

Related Claims

UnverifiedOnly three manufacturers globally have mass production capability for HBM—Samsung, SK Hynix, and Micron—with SK Hynix's market share estimated at over 50%.73% similar UnverifiedSamsung, SK Hynix, and Micron compete in the HBM market.62% similar

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