High-Bandwidth Memory (HBM)
The stacked-DRAM bottleneck that gates every AI accelerator
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Full file coming soon. High-Bandwidth Memory (HBM)'s links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
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L4 Tools · Memory / HBM · chokepoint
High-Bandwidth Memory (HBM)
The stacked-DRAM bottleneck that gates every AI accelerator
- Links
- 31
- Deals from filings
- 0
- Exposed if it fails
- 15
- 86 within 2 steps
- It depends on
- 12
- 41 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
HBM is a 3D-stacked DRAM standard (JEDEC) that stacks 8-16 DRAM dies connected by through-silicon vias (TSVs) and sits beside the GPU/ASIC on a silicon interposer, delivering the terabytes-per-second of bandwidth that transformer training and inference demand. It is the single tightest chokepoint in the AI hardware stack alongside CoWoS packaging: HBM3E is the 2024-2025 volume product and HBM4 ramps in 2025-2026 with a wider 2048-bit interface and, for the first time, a logic base die often fabbed by a foundry. Capacity has been sold out through 2025 and largely booked into 2026, with SK Hynix, Samsung, and Micron the only three suppliers on Earth.
Key facts
from its map entry- Suppliers worldwide
- 3 (SK Hynix, Samsung, Micron)
- Current gen
- HBM3E (8-hi/12-hi); HBM4 ramping 2025-2026
- HBM4 interface
- 2048-bit (2x HBM3E), logic base die
- Capacity status
- Sold out through 2025, booked into 2026
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Connections31 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
11Who depends on it
14Backed by
1Policy
1Compare two: what High-Bandwidth Memory (HBM) shares with another entity
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Data sources1 source
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links31 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.