HBM Sellouts to 2029 Meet Eager Market Scepticism
SK hynix says DRAM and HBM are sold out through 2029 and Samsung says 2027 HBM is priced out, yet both stocks fell on AI spending fears despite record profits.
Record quarters that stopped impressing anyone
The sellouts mean different things
Why the doubt is about the customer, not the chips
The wider reading for tech and chip supply chains
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About the author
Chinedu Nwosu
Technology Editor
Chinedu Nwosu writes for BusinessPress.
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