Samsung: HBM to consume 30% of DRAM wafer capacity by 2027, up from ~20%
Beth_Kindig · x · 2026-10-04
Samsung estimates HBM will consume 30% of DRAM chipmakers' total wafer capacity in 2027, up from roughly 20% currently — signaling continued pressure on conventional DRAM supply with implications for SK Hynix, Micron, NVIDIA, and AMD.
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