### @HBM-memory — Confirmed — from the quarterly filing and earnings call
My sole US-listed maker stated in mid-2026 that demand runs 'far in excess of our ability to supply,' with production committed through 2026 and into 2027-2028. Sixteen take-or-pay agreements lock in $22 billion, about $18 billion cash-secured, with price floors the filing says will hold gross margins 'well above our peak quarterly margins in any past cycle.' Management anticipates tightness past 2027; cited forecasts see the AI-memory market exceeding $100 billion in 2027 — forecasts, not booked revenue.
- tier: Confirmed (✓)
- source: HBM-memory / Sold out, in the maker's own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260802-hbm-memory-src-hbm-memory-sold-out-primary-rotation
- posted: 2026-08-02T14:03:43.604Z