Igor Beuker
Igor Beuker
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Who controls the HBM market?

South Korea. My call: SK Hynix and Samsung control 90%-plus of global HBM by 2027 to 2028, up from roughly 80% today, and Korea passes Taiwan in chip equipment spending in 2026. The receipts: SK Hynix out-earned Samsung for the first time in history riding HBM, and committed 600 trillion won to the Yongin mega-fab, first fab 2027.

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Answered by · independent futurist · 84% Prediction Accuracy Rate

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