Who leads the HBM segment?

Samsung Electronics, SK hynix lead the HBM segment of the 3 tracked.

How many HBM companies are there?

wafergraph tracks 3 HBM companies across the semiconductor & AI supply chain.

3 companies in the HBM part of the semiconductor & AI value chain.

Samsung Electronics — World's largest memory maker, plus leading-edge foundry and Exynos design. leader · KRX:005930 · $235.3B rev · South Korea
SK hynix — HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND. leader · KRX:000660 · $68.5B rev · South Korea
Micron Technology — Only US-based DRAM/NAND maker; ramping HBM for AI accelerators. major · NASDAQ:MU · $37.4B rev · United States

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Free · no login · 615 companies, updated weekly