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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · partial · hardware

75% · partial

By August 31, 2026, all three HBM makers (SK hynix, Samsung, Micron) confirm HBM fully allocated for 2026 and/or 2027 price increases.

Back to the bookIssue 2026-W25Evidence ↗

Outcome

partialcalled at 75%resolved September 1, 2026brier contribution 0.063timing-slip

Samsung's Jul 30 call and industry reporting described 2027 memory/HBM capacity largely committed with rising contract prices, but SK hynix's Jul 29 Q2 release still said 2027 HBM volumes and prices were under negotiation — not all three primary makers confirmed fully allocated 2027 HBM on their own disclosures.

Evidence: https://news.skhynix.com/en/q2-2026-business-results/