High Bandwidth Memory (HBM) is a next-generation DRAM technology designed to deliver exceptionally high data transfer rates through vertically stacked chips and ultra-wide interfaces. Its compact and power-efficient structure makes it essential for handling massive data workloads.

In industries such as artificial intelligence, gaming, data centers, and advanced graphics processing, HBM enables faster computation, smoother performance, and lower energy consumption. This article highlights the leading high bandwidth memory companies driving innovation, mass production, and global adoption of HBM technology.

Top High Bandwidth Memory Companies

 

The “Big Three” HBM Manufacturers

Here are the top three high bandwidth memory companies, collectively known as the “big three.”

1. SK Hynix

Based in South Korea, SK Hynix leads the global HBM market and is expected to retain over 50% of the market share, which stood at 62% in Q2 2025.

The company’s dominance stems from its early leadership in stacked DRAM design and its strong partnership with NVIDIA, which relies on SK Hynix for HBM3E and the upcoming HBM4 memory used in AI accelerators.

SK Hynix completed the world’s first 12-layer HBM4 samples in early 2025 and announced plans for mass production in the second half of 2025. Its HBM4 offers over 2 TB/s bandwidth and uses advanced manufacturing methods such as MR-MUF (Mass Reflow Molded Underfill) for improved heat dissipation and structural stability.

With HBM demand projected to grow by about 30% annually through 2030, SK Hynix is investing aggressively in next-generation memory fabs and R&D to maintain its lead in high-performance memory markets.

2. Micron Technology

Micron Technology, headquartered in the United States, entered the HBM market later than its Korean counterparts but has been closing the gap quickly. In Q2 2025, Micron’s HBM market share reached 21%, surpassing Samsung Electronics to take the second position, highlighting its growing influence in the industry.

The company has shipped HBM4 36GB 12-high samples to several key customers to support next-generation AI platforms. Built using its advanced 1β (1-beta) DRAM process, the HBM4 features a 2048-bit interface and achieves data rates exceeding 2.0 TB/s, while offering over 20% power efficiency improvement compared to its HBM3E products.

Micron is also a key supplier of HBM3E 12-high memory for NVIDIA’s Blackwell and AMD’s MI350 platforms. The company plans to ramp up HBM4 mass production in 2026 in alignment with the launch schedules of its customers’ next-generation AI systems.

3. Samsung Electronics

Samsung Electronics remains a major force in the HBM industry, using its world-class semiconductor fabrication scale and advanced process expertise to dominate the market. In Q2 of 2025, Samsung Electronics held a 17% share of the HBM market.

Although Samsung’s market share declined to third place in Q2 2025, the company is actively leveraging its manufacturing strength to regain momentum. At SEDEX 2025 (October 2025), Samsung showcased its sixth-generation HBM (HBM4) products, highlighting their superior speed performance.

With full-scale HBM4 deployment, industry analysts forecast that Samsung’s market share could rebound to over 30% by 2026.

 

Leading Companies Utilizing HBM Technology

Here are some top companies utilizing the true potential of the HBM technology:

1. Advanced Micro Devices (AMD)

Advanced Micro Devices (AMD) has long been a pioneer in adopting new memory technologies to improve computing efficiency. The company was among the first to introduce HBM into mainstream products, beginning with earlier Radeon graphics cards, and it continues to refine the use of stacked memory in its latest data center solutions.

AMD’s Instinct™ MI300 accelerator family demonstrates how deeply integrated HBM has become in high-performance computing. The MI300A model combines CPU and GPU cores on a single package, paired with 128 GB of HBM3 memory and a peak bandwidth of 5.3 TB/s.

The MI300X, designed purely for AI and HPC workloads, increases that capacity to 192 GB of HBM3, giving it one of the highest memory configurations available in the industry today.

2. NVIDIA Corporation

NVIDIA sits at the heart of global HBM demand, with its AI accelerators requiring immense memory bandwidth to sustain thousands of GPU cores in parallel. To meet this need, the company relies extensively on HBM3 and HBM3E technologies.

The NVIDIA H100 Tensor Core GPU, used widely in AI and cloud infrastructure, features HBM3 stacks, while the newer H200 adds HBM3E for even greater throughput.

SK Hynix is the primary supplier of these memory stacks for NVIDIA, with Samsung Electronics expected to expand its contribution as future production ramps up.

3. Intel Corporation

Intel’s integration of HBM underscores the growing importance of memory bandwidth across diverse compute architectures. Unlike GPUs that rely solely on parallel processing, Intel’s approach blends x86 CPUs, Xe GPUs, and AI accelerators, all of which benefit from faster, on-package memory access.

 

The HBM Future and Market Trends

The HBM market landscape is changing rapidly due to the constant advancements in technology. This change is encouraging the high bandwidth memory companies to invest in new ventures. Here is how:

1. HBM4 and Beyond

The next phase of high-bandwidth memory has officially arrived. In April 2025, JEDEC released the HBM4 standard, defining a 2,048-bit interface and transfer speeds reaching nearly 2 TB/s per stack. This new generation doubles the throughput of HBM3E while improving energy efficiency and scalability for AI and data center applications.

2. Continued, Expansive Demand Drivers

HBM demand is no longer limited to GPUs. Its adoption is spreading across AI accelerators, ASICs, and high-performance CPUs, all of which require high-speed data handling with minimal latency. Market analysts predict that total HBM shipments will surpass 30 billion gigabits in 2026, driven by the surge of AI infrastructure projects.

3. Market Outlook

The outlook for the HBM industry is exceptionally promising. SK Hynix projects a robust 30% annual growth rate through 2030, with the HBM segment expected to reach a multi-billion-dollar scale driven by the increasing demands of AI training and inference workloads.

The future of HBM is closely linked to the rapid advancement of AI, data center infrastructure, and next-generation packaging innovations.

 

Turn to UniBetter for Your Chip Needs

As demand for leading electronic components continues to surge across AI, data centers, and advanced computing applications, the need for reliable component sourcing has never been greater.

UniBetter stands out as a trusted global distributor of electronic components, specializing in sourcing authentic memory solutions that power next-generation technologies.

With over 16 years of industry experience and partnerships with more than 7,000 verified suppliers, UniBetter ensures consistent access to genuine, performance-tested parts used across computing, automotive, energy, and communication sectors. The company’s advanced CSD Quality Management System guarantees that every component undergoes rigorous inspection and testing before delivery.

Whether supporting large-scale production or specialized R&D needs, UniBetter offers fast sourcing, competitive pricing, and reliable global logistics, making us a dependable partner for businesses seeking stable, high-performance electronic component solutions in an evolving semiconductor landscape.

For tailored procurement solutions, you can contact us here.

 

FAQs about HBM

1. Who makes the best HBM?

As of 2025, the leading high bandwidth memory companies are SK Hynix, Samsung Electronics, and Micron Technology. SK Hynix currently holds the largest market share, followed by Micron Technology and Samsung Electronics.

2. Who supplies HBM to AMD?

AMD primarily sources HBM from SK Hynix and Samsung Electronics for its Instinct MI300 accelerators, which use HBM3 stacks offering up to 192 GB capacity and 5.3 TB/s bandwidth.

3. Who makes HBM for NVIDIA?

NVIDIA relies mainly on SK Hynix for its H100, H200, and Blackwell GPUs, while Samsung provides additional HBM3E supply. Micron is preparing HBM4 products expected to enter NVIDIA’s future platforms in 2026.

4. Is HBM better than DDR?

Yes, but they serve different needs. HBM delivers far higher bandwidth and lower power consumption than DDR or GDDR, thanks to its 3D-stacked design and Through-Silicon Via (TSV) connections.

GDDR, while cheaper and widely used in gaming and general GPUs, consumes more power and offers lower overall bandwidth. In short, HBM is faster and more efficient, while GDDR remains the cost-effective choice for consumer applications.

5. Can China produce HBM?

China is actively developing domestic HBM capabilities but remains behind the Big Three in mass production. CXMT (ChangXin Memory Technologies) and YMTC (Yangtze Memory Technologies Co.) have announced R&D efforts toward HBM3-class designs, but no commercial supply has yet matched global standards. Initial HBM products are expected to appear around 2026.

 

Wrapping Up

High bandwidth memory has become the backbone of modern computing, powering breakthroughs in AI, data centers, and advanced graphics. With SK Hynix, Micron, and Samsung leading innovation and global supply, more HBM manufacturers are ready to enter the market as the demand for faster and more efficient data processing accelerates.

As industries continue to evolve, trusted distributors like UniBetter play a crucial role by providing authentic, high-quality memory components and dependable sourcing solutions that keep global technology moving forward.

 

References:

  1. https://koreajoongangdaily.joins.com/news/2025-09-24/business/tech/Samsung-slips-to-3rd-place-in-global-HBM-market-share-in-Q2/2407250
  2. https://www.prnewswire.com/news-releases/sk-hynix-completes-worlds-first-hbm4-development-and-readies-mass-production-302554538.html
  3. https://news.skhynix.com/tsmc-2025-technology-symposium-sk-hynix-showcases-hbm4/
  4. https://investors.micron.com/news-releases/news-release-details/micron-ships-hbm4-key-customers-power-next-gen-ai-platforms
  5. https://koreajoongangdaily.joins.com/news/2025-10-23/business/industry/Samsung-SK-hynix-open-new-chapter-in-AI-race-with-6thgen-HBM-at-SEDEX/2427428
  6. https://www.design-reuse.com/news/202529413-samsung-s-share-in-hbm-market-projected-to-surpass-30-in-2026/
  7. https://www.trendforce.com/presscenter/news/20250522-12589.html
  8. https://www.tomshardware.com/tech-industry/sk-hynix-projects-hbm-market-to-be-worth-tens-of-billions-of-dollars-by-2030-says-ai-memory-industry-will-expand-30-percent-annually-over-five-years
  9. https://www.tomshardware.com/pc-components/ram/ymtc-partners-with-cxmt-for-hbm

 

Leave a Reply

Your email address will not be published. Required fields are marked *