The stack / 6 companies
HBM & memory
Stacked high-bandwidth memory and the DRAM lines behind it. Sold out years ahead is the normal state, and that is the number.
The number
HBM sold-out horizon in quarters
This week
Constituents
| Company | Ticker | Beat | Close | Week |
|---|---|---|---|---|
| Micron | MU | hardware | 1016.59 | +9.0% |
| SK Hynix | 000660.KS | hardware | 1647000.00 KRW | 0.0% |
| Kioxia Holdings | 285A.T | hardware | — | — |
| Nanya Technology | 2408.TW | hardware | — | — |
| Samsung Electronics | 005930.KS | hardware | — | — |
| Winbond Electronics | 2344.TW | hardware | — | — |
6 on the layer · closes to 2026-09-04
What is being collected
series
A dated number. Collected on a cadence; the chart is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| korea-semiconductor-exports | Korea memory-export index on the memory page | — | keyed |
| comtrade-memory-ics | Korea→Taiwan/China memory-chip trade flows (HS 854232) | — | keyed |
event-log
Dated decisions where the event itself is the record.
| Source | What it is for | As of | State |
|---|---|---|---|
| dart-korea-filings | structured feed for SK hynix / Samsung capex and segment disclosures — upgrades hbm-capacity-guidance | — | keyed |
hand
Found by the sweep and labelled "announced, not verified" — never a cron.
| Source | What it is for | As of | State |
|---|---|---|---|
| hbm-capacity-guidance | promised vs revised vs delivered HBM capacity (SK hynix, Samsung, Micron) | — | hand |
What happened
Nothing logged on this layer in the last 30 days. The sweep deposits events when it finds them; silence here means it found none.
Dated ahead
| Date | Company | Period | Firmness |
|---|---|---|---|
| 2026-09-30 | Micron MU | FY26-Q4 | confirmed |
| 2026-09-30 | Micron MU | FY26-Q4 | confirmed |
| 2026-10-27 | SK Hynix 000660.KS | 2026-Q3 | expected |