Synthesis history

Three material additions this pass: (1) greater specificity on Samsung's HBM4 delay—1c DRAM test yields reportedly at ~65% [^20824][^16228]—and a separately reported HBM4 delay at Micron [^16222], meaning both non-SK Hy…

The major new development is the confirmed shift by Samsung and SK Hynix from annual fixed-price memory contracts to 3-5 year Long-Term Agreements with Big Tech hyperscalers, documented by TrendForce, Digitimes, and Kor…

The most significant shift this pass is the crystallization of Nvidia's HBM4 supply chain: Samsung and SK Hynix are confirmed as primary HBM4 suppliers and Micron is explicitly excluded, a specific and consequential ven…

The most significant shift this pass is the upgrade of TurboQuant from a 'speculative/anonymous' counter-scenario to a confirmed Google Research project, now documented on Google's own blog and covered by Forbes, Help N…

AI infrastructure buildout is consuming a rapidly expanding share of global DRAM wafer capacity through High Bandwidth Memory (HBM), structurally squeezing supply of conventional LPDDR and DDR memory used in consumer de…