HBM Market Share by Supplier
High Bandwidth Memory market share — SK Hynix vs Samsung vs Micron. The memory bottleneck for AI accelerators.
HBM market share by revenue. SK Hynix leads as NVIDIA's primary HBM3E supplier. Micron gaining share with aggressive ramp. 2025E = estimate. Sources: TrendForce, company earnings calls.
HBM Industry Revenue Growth
Total HBM market revenue per quarter — 20x growth since 2022 driven by AI accelerator demand
Total HBM industry revenue (all suppliers combined) in $ billions per quarter. Revenue surged 20x from early 2022 driven by AI accelerator demand. Q1-Q2 2025 are estimates. Sources: TrendForce, company earnings, analyst reports.
HBM Generation Comparison
Technical specifications across HBM generations — bandwidth, capacity, layers, and which AI chips use each generation
| Generation | Year | Bandwidth | Capacity/Stack | Layers | TSV Pitch | Used In | Status |
|---|---|---|---|---|---|---|---|
| HBM2 | 2018 | 256 GB/s | 8 GB/stack | 8-Hi | ~40 μm | NVIDIA V100AMD MI60 | Legacy |
| HBM2E | 2020 | 460 GB/s | 16 GB/stack | 8-Hi | ~36 μm | NVIDIA A100Intel Gaudi 2 | Mature |
| HBM3 | 2022 | 665 GB/s | 24 GB/stack | 12-Hi | ~30 μm | NVIDIA H100AMD MI300X | Mass Production |
| HBM3E | 2024 | 1.18 TB/s | 36 GB/stack | 12-Hi | ~26 μm | NVIDIA B200AMD MI325X | Mass Production |
| HBM4 | 2025–2026 | 2.0 TB/s | 48 GB/stack | 16-Hi | ~20 μm | NVIDIA Rubin (expected)AMD MI400 (expected) | Sampling |
| HBM4E | 2026–2027 | 3.25 TB/s | 64 GB/stack | 16-Hi | ~18 μm | Next-gen AI accelerators | Development |
HBM specifications by generation. Bandwidth figures are per-stack maximums. HBM4/4E specs are preliminary based on JEDEC standards and manufacturer previews. Sources: JEDEC, SK Hynix, Samsung, Micron product announcements.