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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · hit · hardware

72% · hit

By July 31, 2026, at least one additional memory supplier besides Micron publicly confirms 2026 HBM4 supply is fully allocated or materially price-up for 2027.

Back to the bookIssue 2026-W26

Outcome

hitcalled at 72%brier contribution 0.078

Hit. Samsung's CFO stated at the Apr 30 call that 2026 HBM4 output is fully sold out, and in-window reporting says SK hynix removed price caps from long-term agreements — explicit 2027 price-up posture. Caveat: the in-window items are supply-chain reporting; SK hynix's late-July earnings call would make it unambiguous.