NuAxiSemiconductor trade intelligence
NVIDIA Could Account for 37% of 2027 HBM Capacity, Worth $279 Billion
What happened
NVIDIA has secured 37.3% of global HBM supply for 2027, totaling $279 billion in commitments, driven by massive AI demand. This allocation highlights extreme supply constraints for HBM manufacturers. The massive procurement is pressuring NVIDIA's gross margins, which are expected to dip to 71-72%.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
shortagecapacity-lockAI-demand
Source and time
Source: TechPowerUp · 10/1/2026 · View original source
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