Supply chain / Memory
High-bandwidth memory supply
HBM comes from only three suppliers, and trade press reports their output being committed ahead of time.
- Type
- Reported constraint
- Where it sits
- Each accelerator needs several HBM stacks, so memory supply caps accelerator volumes.
- Constraint
- Reported in April 2026: SK hynix's CFO said customer demand exceeded supply capability and that it was hard to add supply quickly.
What we checked
- Asiae reported on 23 April 2026 SK hynix's CFO saying demand exceeded supply and that suppliers found it difficult to raise supply in the short term. (source)
- TrendForce reported in August 2025 that Micron said its 2026 HBM supply was sold out. (source)
Written by ComputeFinder from public pages on 2 October 2026. Company statements are the company's own, not independently checked, and reported items are marked as such. Not yet reviewed line by line by a second person. If something is wrong, tell us.