HBM market to hit $106B by 2027, up 26X from $4B in 2023, per Bain
Beth_Kindig · x · 2026-10-27
Analyst Beth Kindig cites Bain data showing HBM (high-bandwidth memory) is one of the fastest-growing markets in the AI buildout: from $4B in 2023 to a forecast $106B in 2027 — a 26X increase — with $17B (2024), $35B (2025) and $77B (2026E) along the way. Beneficiaries include NVIDIA, AMD, Micron and SK Hynix.
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