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.
More from Infra
- What to Run at 128GB VRAM? A Builder Weighs Quantized Qwen, GLM, and DeepSeek — Madigan37 · 2026-09-10
- ONcompute launches dedicated GPU inference rental with upfront transparent pricing — w1kke · 2026-09-10
- NVIDIA and Palantir Expand AI Partnership: Sovereign AI Stack Meets Nemotron Models — amitisinvesting · 2026-09-10
- DeepSeek V4.1-Flash cuts KV cache memory to a quarter, targets cheaper agents — The Decoder · 2026-09-10
- MiniMax H3 local video ecosystem roundup: W4A8 quants, pixel-art guide, faster LoRA training — optimisticalish · 2026-09-10
- Nvidia and Palantir partner to run supply chains with AI, starting with Nvidia's million-part operation — The Decoder · 2026-09-10