TrendForce estimates that HBM wafer input among the top three memory suppliers will rise to about 22% of total DRAM wafer input by the end of 2026, up from roughly 18% at the end of 2025, as AI accelerators demand ever more high-bandwidth memory
TrendForce, a market research firm, estimates that the proportion of HBM wafer input from the top three memory suppliers will increase. This is projected to rise from about 18% of total DRAM wafer input by the end of 2025 to approximately 22% by the end of 2026. This trend is driven by the increasing demand for high-bandwidth memory in AI accelerators.
Verified 2026-09-30
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Memory makers are giving more factory space to AI memory, leaving less for phones and computers.
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