HBM supplier shares of Q2 2026 HBM revenue: SK hynix ~50%, Samsung ~33%, Micron ~18% (Counterpoint)
~50% / ~33% / ~18% (Q2 2026 HBM revenue)estimate
| Value kind | estimate — Interpret this value according to its displayed kind, scope, source, and as-of date. |
|---|---|
| Scope | Revenue shares, not bit output. TrendForce's March 2026 forecast of 2026 bit output was SK hynix ~50% and Samsung ~28%. Allocation is contractual, so these shares are not a buyer's place in the queue. |
| Caveat | Reports conflict on how NVIDIA splits Vera Rubin HBM4 between SK hynix (about two-thirds, per Yonhap via TrendForce, January 2026) and Samsung (leading, per Korean press via TrendForce, March 2026). |
| As of | 2026-09 |
| Source | Counterpoint Research, Global DRAM and HBM market share, September 2, 2026 · Global HBM market share by revenue, Q2 2026 |
| Review | checking…review by 2027-01-15 · standard cadence |
| Recorded changes | last 2026-10-15 · 3 revisions tracked |
| Claim id | sk-hynix-50-55-60-70-of-rubin-hbm4-samsung-25 |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.