HBM companies
As of 2026-10-04, wafergraph tracks 3 HBM companies across 2 countries; Samsung Electronics, SK hynix hold monopoly or leader positions.
Data as of 2026-10-04 · market caps from the daily wafergraph pipeline; unpriced companies are listed but not summed
3 companies in the HBM part of the semiconductor & AI value chain.
Market share
Companies
- Samsung Electronics — World's largest memory maker, plus leading-edge foundry and Exynos design.
- SK hynix — HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.
- Micron Technology — Only US-based DRAM/NAND maker; ramping HBM for AI accelerators.
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Cite as: wafergraph, “HBM companies — list, suppliers & market position”, https://wafergraph.com/segment/memory/hbm/ (data as of 2026-10-04).
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