High-bandwidth memory (HBM)
HBM is the memory chokepoint for AI accelerators. TrendForce and Counterpoint identify SK hynix, Samsung and Micron as the three principal suppliers,
Relationships
- Depended on byAI accelerators (GPU)— AI accelerators require HBM for high-throughput model workloads.
- Controlled bySamsung Electronics— Counterpoint Q1 2026 HBM revenue share.
- Controlled byMicron Technology— Counterpoint Q1 2026 HBM revenue share.
- Controlled bySK Hynix— Counterpoint Q1 2026 HBM revenue share.