By 2026-11-30, SK Hynix or Samsung will publicly announce that its 2027 HBM capacity is fully committed or sold out, following Micron's disclosure that more than 75% of its 2027 output is already committed.
Avaldatud 2026-10-01 — 60 päeva enne tähtaega, väidetud enne tulemuse selgumist.
Väide
By 2026-11-30, SK Hynix or Samsung will publicly announce that its 2027 HBM capacity is fully committed or sold out, following Micron's disclosure that more than 75% of its 2027 output is already committed.
Põhjendusahel
- Base rate: Memory suppliers' sold-out capacity announcements in a supply shortage ≈ 70%
- Micron's Q4 FY26 earnings call disclosed >75% of 2027 output already committed and customer discussions shifting to 2028, setting a precedent for capacity-allocation disclosures.
- SK Hynix and Samsung face the same AI-driven HBM demand with inventories below 10 days, so they are likely to communicate similar allocation status in their late-October Q3 earnings calls.
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Tõenäosuse ajalugu
Uuendatud 1 kord alates lisamisest (viimati 2026-10-01) — 70% alguses → 79% täna.
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