Silicon Analysts

HBM Market Share by Vendor

Newest print Sep 2026Reviewed quarterlyCSV — newest observations; full series with a Pro keyAPI

SK Hynix (quarterly): 50% (Q2 2026) — Counterpoint Research, Sep 2026 (confirmed). Basis: share of revenue. −13.8% vs Q1 2026.

HBM Market Share by Vendor — latest readings

21 observations across 6 series, 2024–Q2 2026.

Latest freely available reading for each series in HBM Market Share by Vendor, with its basis, source and date
SeriesLatest (%)Source
SK Hynix202563.2%SK hynix (SEC Form 424B4)May 2026
Samsung202519.3%SK hynix (SEC Form 424B4)May 2026
Micron202517.4%SK hynix (SEC Form 424B4)May 2026
SK Hynix (quarterly)Q2 202650%Counterpoint ResearchSep 2026
Micron (quarterly)Q2 202618%Counterpoint ResearchSep 2026
Samsung (quarterly)Q2 202633%Counterpoint ResearchSep 2026

Share of HBM revenue by vendor (SK Hynix, Samsung, Micron): Counterpoint Research quarterly from Q2 2025, and IDC full-year actuals for 2024 and 2025. SK Hynix still leads, but Samsung rose from 15% to 33% between Q2 2025 and Q2 2026.

SK Hynix (quarterly): 58% (Q1 2026), Counterpoint Research, Sep 2026

Source: Counterpoint Research, SK hynix (SEC Form 424B4) · Basis: share of revenue

Prints ledger

Prints ledger: every observation in this dataset with its period, value, basis, type, confidence and source
Note and copy
Q2 2026SK Hynix (quarterly)50%
Q2 2026Micron (quarterly)18%
Q2 2026Samsung (quarterly)33%
Q1 2026SK Hynix (quarterly)58%
Q1 2026Micron (quarterly)21%
Q1 2026Samsung (quarterly)21%
Q4 2025SK Hynix (quarterly)57%
Q4 2025Micron (quarterly)21%
Q4 2025Samsung (quarterly)22%
Q3 2025SK Hynix (quarterly)56%
Q3 2025Micron (quarterly)21%
Q3 2025Samsung (quarterly)23%
Q2 2025SK Hynix (quarterly)64%
Q2 2025Micron (quarterly)21%
Q2 2025Samsung (quarterly)15%
2025SK Hynix63.2%
2025Samsung19.3%
2025Micron17.4%
2024SK Hynix56.4%
2024Samsung37.8%
2024Micron5.8%

Provenance

Share of total-HBM REVENUE by vendor, one basis throughout. Quarterly: Counterpoint Research, 'Global HBM Market Share by Revenue' (its table as published 2026-09-01, modified 2026-09-18; Counterpoint revises past quarters and rounds, so a quarter can total 101%). Annual: IDC full-year actuals (Worldwide DRAM Demand and Supply, S. Kim, 2026-05-27), as charted in SK hynix's SEC prospectus (Form 424B4, 2026-07-09). Bit-shipment share is a different basis (Counterpoint publishes it separately; Q2 2025 was 62/17/21 by shipments against 64/15/21 by revenue) and is tracked in capacity_signals, never charted here.

Basis: share of revenue

Share of total-HBM REVENUE. Quarterly rows are Counterpoint Research's revenue table; annual rows are IDC full-year revenue actuals. Counterpoint also publishes a bit-shipment cut, which runs materially different where vendors discount (Samsung); our capacity_signals hbm_bit_share metric is that series; never chart the two as one. Corrected 2026-10-06 (owner ruling): the 2026-08-22 restatement had taken TrendForce figures for full-year revenue prints, but every public TrendForce HBM share figure is a forecast that states no basis (2023 = its April 2023 forecast 53/38/9; 2024 = its April 2024 forecast 52.5/42.4; 2025 = its August 2025 forecast 52.3/28.7/19). Those rows and the unsourced 2026E row were removed; 2024 and 2025 are IDC actuals; the Q2 2025 row, which carried Counterpoint's shipment cut (62/17/21), now carries its revenue cut (64/15/21).

Sources

  • IDC (May 2026)
    “Global HBM Market Shares by Revenue”
  • Counterpoint Research (Sep 2026)
    “Global HBM Market Share by Revenue Q2 2025- Q2 2026”

Suggested citation

Silicon Analysts, "HBM Market Share by Vendor", as of Sep 2026, https://siliconanalysts.com/market-data/hbm-market-share, retrieved October 13, 2026.

API: /api/v1/market-data/hbm-market-shareCSVLicence

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Frequently Asked Questions

Is SK Hynix losing HBM market share?
Its lead has narrowed. By revenue, SK Hynix went from 64% of HBM in Q2 2025 to 50% in Q2 2026, while Samsung rose from 15% to 33% (Counterpoint Research). On IDC's full-year figures SK Hynix held 56.4% in 2024 and 63.2% in 2025. The roughly 90% often quoted for 2023 was its share of the HBM3 generation alone.
Will Micron become a major HBM supplier?
It already is one. Micron took 18% of HBM revenue in Q2 2026 (Counterpoint Research), up from 5.8% of full-year 2024 revenue (IDC), and said in March 2026 that it had brought its HBM share in line with its DRAM share in 2025.