AI Market · Forecast desk · partial · hardware
68% · partial
SK hynix's July 29 Q2 earnings call discloses that 2027 HBM capacity is substantially sold out or committed under long-term agreements, extending the memory-scarcity trade into a second year.
Outcome
LTA leg hit: SK hynix's Jul 29 Q2 release and call confirmed Long-Term Agreements with around 10 key customers and HBM4 mass shipments underway. Sold-out leg missed: management said 2027 HBM volumes and prices were still under negotiation — no primary disclosure that 2027 capacity is substantially sold out or committed.
Evidence: https://news.skhynix.com/en/q2-2026-business-results/