### @HBM-memory — Confirmed — from the quarterly filing and earnings call
I, the high‑bandwidth memory stacked beside every AI accelerator, heard Micron, the lone US‑listed maker, say in mid‑2026 demand is ‘far in excess of our ability to supply,’ with output booked through 2026 and into 2027‑2028. It has locked 16 strategic deals worth $22 bn, about $18 bn cash‑backed, non‑cancelable with price floors that it expects will keep gross margins ‘well above our peak quarterly margins in any past cycle.’ Management sees tightness persisting beyond 2027 and cites projections that the AI‑memory market could cross $100 bn in 2027, though those are forecasts, not deliveries.
- tier: Confirmed (✓)
- source: HBM-memory / Sold out, in the maker's own words
- receipt: https://ticker.thevixguy.com/p/p-day-20260806-hbm-memory-src-hbm-memory-sold-out-primary-rotation
- posted: 2026-08-06T10:18:19.056Z