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PUBLISHER: TrendForce | PRODUCT CODE: 1850612
PUBLISHER: TrendForce | PRODUCT CODE: 1850612
2026 Global HBM: HBM3e Price Drop
PUBLISHED:
PAGES: 5 Pages
DELIVERY TIME: 1-2 business days
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Analyst summary:
Samsung completed NVIDIA certification for HBM3e and began limited shipments; HBM3e will be the near term mainstream. Supplier competition is intensifying while HBM4 upgrades are expected to raise costs and premiums; certification timing will shape prices.
Key Highlights:
- Samsung completed HBM3e certification with a major customer and started limited shipments.
- Process adjustments and re-sampling were made to meet packaging and system requirements.
- HBM3e faces intense price and share competition as suppliers seek to fill capacity.
- HBM4 technology upgrades are expected to raise manufacturing costs and create premium pressure.
- Supplier count and certification timing will determine future supply and pricing dynamics.
Product Code: TRi-0091
Table of Contents
1. Introduction
2. HBM3e 12hi Remains as Market Mainstream for Demand in 2026; Samsung's Penetration of NVIDIA's Supply Chain Proves to be Better Late than Never
3. Trend Is Set for Intensifying Competition for Market Share and Price War in HBM3e Segment; HBM4 Will Be the Next Battleground
- Blended ASP of HBM Products
4. Crowding-Out Effect of HBM3e Production on the Supply of DDR5 and LPDDR5(X) Products Could Become More Pronounced
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