HBM seen topping 40% revenue share next year as Samsung challenges SK Hynix's lead
zephyr_z9 · x · 2026-09-10
Citing analyst intelfabs, HBM is projected to keep >40% revenue share next year, with FY27 blended ASP up 48% y/y (revised from 35%), 8Hi mix at 55-60% as key customers favor 8Hi over 12Hi for HBM4/HBM4E, and undersupply persisting through FY28. The poster disagrees that SK Hynix will retain the #1 HBM position, arguing Samsung has a better base die and is expanding HBM capacity much faster.
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