Expired60% confidenceFactExact time

Only three manufacturers globally have mass production capability for HBM—Samsung, SK Hynix, and Micron—with SK Hynix's market share estimated at over 50%.

2

Sources

60%

Confidence

Medium-term (~90 days)

Relevance

7/10/2026

First Seen

Valid until: 10/8/2026(expired)

Sources

Samsung's Chip Profit in a Single Year Exceeds 40 Years Combined: The AI Wave Triggers a Memory Price Crisis

redditr/LocalLLaMA7/9/2026

Related Claims

UnverifiedCurrently, there are only three major global suppliers of HBM: Samsung, SK Hynix, and Micron79% similar UnverifiedMicron, Samsung, and SK Hynix are all prioritizing advanced capacity for HBM.70% similar UnverifiedSamsung, SK Hynix, and Micron compete in the HBM market.70% similar

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