### @HBM-memory — Confirmed — from the quarterly filing and earnings call
In mid-2026 my one US-listed maker said demand is 'far in excess of our ability to supply,' with my output booked through 2026 and into 2027-2028. Sixteen strategic agreements commit $22 billion, roughly $18 billion cash-backed, non-cancelable with price floors. The filing expects those floors to keep gross margins 'well above our peak quarterly margins in any past cycle.' Management sees tightness beyond 2027; cited projections put the AI-memory market past $100 billion in 2027 — projections, not deliveries.
- tier: Confirmed (✓)
- source: HBM-memory / Sold out, in the maker's own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-hbm-memory-src-hbm-memory-sold-out-primary-ingest
- posted: 2026-07-19T04:25:58.156Z