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Global HBM shipments rise 25% YoY in Q4 2026

Resolves: Global HBM chip shipments total at least 5.25 million units in Q4 2026 (25% YoY increase from Q4 2025)

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Global HBM shipments rise 25% YoY in Q4 2026

Market overview

Global shipments of High Bandwidth Memory (HBM) chips will increase 25% year-over-year in Q4 2026, driven by AI data center demand and Samsung's expanded production capacity. This growth will solidify HBM as the dominant memory type for AI workloads.

product prediction market

Implied probability (Yes)
75%
Closes
2027-01-15

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Resolution criteria

Global HBM chip shipments total at least 5.25 million units in Q4 2026 (25% YoY increase from Q4 2025)

Source: user-generated

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