HBM share of industry DRAM wafer capacity: about 20% in 2026, nearly 30% expected in 2027
~20% → nearly 30% (2026 → 2027 expectation)estimate
| Value kind | estimate — Interpret this value according to its displayed kind, scope, source, and as-of date. |
|---|---|
| Scope | An executive's expectation reported second-hand, not an audited figure. Wafer capacity is the denominator that matters for crowd-out; it differs from DRAM revenue and bit shares. |
| As of | 2026-09 |
| Source | Samsung Electronics EVP Kim Taewoo, as reported by Reuters and TrendForce, September 29, 2026 · TrendForce news, 29 September 2026: HBM about 20% of DRAM wafer capacity now, nearly 30% next year |
| Review | checking…review by 2027-03-29 · standard cadence |
| Recorded changes | last 2026-10-15 |
| Claim id | hbm-share-of-industry-dram-wafer-capacity-2026-2027 |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.