u/DistZeta

Q1 2026 gross margin: 66% (all-time record)

Nvidia's purchase obligations: $16B (2024) → $95B (2026), ~6x surge in 2 years

SK Hynix, exploring Intel EMIB adoption (due to TSMC CoWoS supply shortage)

DistZ

Big techs have apparently been offering to fund SK Hynix's production lines and even cover EUV equipment costs just to lock in supply.

They're having to put down 30–40% upfront when signing contracts.

HBM is already sold out through 2027.

Micron's CEO straight up admitted they can only fulfill somewhere between half and two-thirds of demand.

DistZ