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◆ TESSARA JULY 23, 2026 HBM3e memory supply tightness 80 OUT OF 100 +0.0% WoW · -11.0% vs 90d Tessara supply-tightness score for HBM3e memory, 0 to 100. Higher means scarcer. 75 80 85 90 Prior peak 90 Peak Jan '25 Mar '26 May '26 Jul '26 tessara.tech Source: Tessara world model

HBM3e memory supply tightness

HBM3e is the high-bandwidth memory stacked beside every leading-edge AI accelerator. Tessara scores how scarce it is, from 0 to 100, updated daily.
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