HBM Market Share by Vendor — Historical Time Series Data
HBM market share split between SK Hynix, Samsung, and Micron, annually from 2023 through 2026E. Tracks SK Hynix dominance eroding as Samsung and Micron ramp HBM3E.
HBM Market Share by Vendor — latest readings
15 data points across 6 series, covering 2023 to 2026E. Values below are free; the full point-level history is available with Pro.
| Series | Period | Latest (%) | Change |
|---|---|---|---|
| Micron | 2025 | 19% | +272.5% versus 2024 |
| SK Hynix | 2025 | 53% | +1.0% versus 2024 |
| Samsung | 2025 | 28% | -34.0% versus 2024 |
| Micron (quarterly) | Q2 2025 | 21% | — |
| Samsung (quarterly) | Q2 2025 | 17% | — |
| SK Hynix (quarterly) | Q2 2025 | 62% | — |
HBM Market Share by Vendor
HBM market share split between SK Hynix, Samsung, and Micron, annually from 2023 through 2026E. Tracks SK Hynix dominance eroding as Samsung and Micron ramp HBM3E.
3 data point values hidden. Unlock exact values, sources, and exports with Pro.
Data Table
| Period | Series | Value |
|---|---|---|
2023 | Micron | 9% |
2023 | SK Hynix | 53% |
2023 | Samsung | 38% |
2024 | Micron | 5.1% |
2024 | SK Hynix | 52.5% |
2024 | Samsung | 42.4% |
2025 | Micron | 19% |
2025 | SK Hynix | 53% |
2025 | Samsung | 28% |
Q2 2025 | Micron (quarterly) | 21% |
Q2 2025 | Samsung (quarterly) | 17% |
Q2 2025 | SK Hynix (quarterly) | 62% |
2026EP | Samsung | ••• |
2026EP | Micron | ••• |
2026EP | SK Hynix | ••• |
Methodology & Sources
Total-HBM REVENUE share by vendor (TrendForce annual prints; quarterly rows from TrendForce/Chosun quarterly coverage). Note the distinction that used to blur this dataset: SK Hynix's 2023 near-monopoly was of the HBM3 GENERATION (sole H100 supplier, ~90% of that generation) while its total-HBM revenue share was 53% — the series carries the total-market number and keeps the generation fact in the row notes. Bit-shipment share is a different basis, tracked separately in capacity_signals.
Citations:
- TrendForce (Apr 2023)
- TrendForce via Korea Herald (Feb 2025)
- TrendForce / Goldman Sachs (Mar 2026)
- astutegroup.com (2025)
- TrendForce (Nov 2025)
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Frequently Asked Questions
- Why is SK Hynix losing HBM market share?
- SK Hynix’s share has declined from 90% in 2023 to roughly 53% in 2025 as Samsung and Micron successfully qualified HBM3E for NVIDIA and AMD platforms. Samsung has been aggressive on pricing (30% below SK Hynix) to win H20 and B200 supply slots.
- Will Micron become a major HBM supplier?
- Micron has grown from 2% HBM market share in 2023 to approximately 19% in 2025, and is projected to reach 20% by 2026. Micron’s HBM3E is qualified for the H200 and the company is pursuing B200 qualification.