technology · Technologies

High-Bandwidth Memory

Vertically stacked DRAM feeding AI accelerators — produced at volume by only SK hynix, Samsung, and Micron. Sold out years ahead; above 30% of DRAM industry revenue; the truest chokepoint in the accelerator supply chain.

View in relationship graph →

Relationships

SK hynix000660.KS

launchHBM4 development completed(technology ↔ developer) Sep 12, 2025

Events

HBM4 development completed
SK hynix completes HBM4 development with a 2,048-bit interface, opening the next accelerator memory generation.
LAUNCH · Sep 12, 2025 · role: technology · confirmed

Claims on record

HBM will account for more than 30% of total DRAM industry revenue in 2026.
CORROBORATED · TrendForce · Nov 10, 2025

Coverage

Memory Is the New OilJun 17, 2026
HBM4: The Bottleneck Has a RoadmapJun 17, 2026