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SK H controls about 62% of the global HBM market. Samsung 17%, Micron 21. Three...

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Comparic Rynki: "SK H controls about 62% of the global HBM market. Samsung 17%, Micron 21. Three players control the entire market, and two of them are in Ko..." — Partially

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Comparic Rynki

📅 12.05.2026 · Jeden wpis wywołał PANIKĘ! Pół giełdy traci miliardy pr... · 👁️ 22

~ Partially
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Partially. The claim by Comparic Rynki regarding HBM market shares is partially confirmed. Data from Q2 2025, cited by Chosun Biz, indicates that SK Hynix controlled 62% of the market, Micron 21%, and Samsung 17%. Other sources pro...

"SK H controls about 62% of the global HBM market. Samsung 17%, Micron 21. Three players control the entire market, and two of them are in Korea. And the scale of business according to Bank of America, the HBM market in 2026 will reach over $54 billion. This is a growth of nearly 60% year-on-year, and within two years it will reach $100 billion." "SK H kontroluje około 62% światowego rynku HBM. Samsung 17%, Mikron 21. Trzech graczy cały rynek, no i dwóch z nich siedzi w Korei. A skala biznesu według Bank of America rynek HBM w 2026 roku osiągnie ponad 54 miliardy dolarów. To wzrost o blisko 60% rok do roku, a do dwóch lat 100 miliardów dolarów."
🌐 (Machine-translated — original in Polish) · Original in Polishuage
🔮 Forecast 💰 Economy Medium timeframe (1–5 years) AI assessment confidence: 90% Resolves by: 2026 Assertiveness: high Source on YouTube

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Transcript excerpt

Oryginał w języku Polskim Open on YouTube

…oreańska siedzi dziś na ramionach dwóch firm produkujących pamięć, czyli High Bandwi Memory. Po polsku pamięć o wysokiej przepustowości, która ląduje w akceleratorach AI, NVID, Google i Amazona. Bez HBM nie ma sztucznej inteligencji. Każdy chip Age200, każdy Blackwell, każda karta Rubin, wszystkie potrzebują tej pamięci. No i tu robi się ciekawie. SK H kontroluje około 62% światowego rynku HBM. Samsung 17%, Mikron 21. Trzech graczy cały rynek, no i dwóch z nich siedzi w Korei. A skala biznesu według Bank of America rynek HBM w 2026 roku osiągnie ponad 54 miliardy dolarów. To wzrost o blisko 60% rok do roku, a do dwóch lat 100 miliardów dolarów. I teraz uwaga. Cała światowa pojemność produkcyjna HBM jest wyprzedana do końca 2026 roku. SK Hix ma zakontraktowane około 70% dostaw HBM4 dla nowej platformy NVID o nazwie Ruby. I teraz najnowsza ciekawostka. SK Hinx w pierwszym kwartale 2026 roku osiągnął marżę operacyjną 72%. A wiecie kto miał niższą marżę? NVIDIA 65%. Producent pamięci bije pr…

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