SK hynix
One of the three suppliers able to make high-bandwidth memory at scale, so its stacking capacity and qualification schedule help set the ceiling on accelerator supply.
Current numbers
~50% / ~33% / ~18% (Q2 2026 HBM revenue)HBM supplier shares of Q2 2026 revenue: SK hynix ~50% / Samsung ~33% / Micron ~18% (Counterpoint, September 2026)
12-layer samples; 2026-06-18SK hynix's HBM4E sample shipment; Samsung's samples came first