Detailed Data on Memory Shortage

- **Micron**: 2026 capacity already sold out - **SK Hynix**: Nearly all 2026 production allocated - **Samsung**: Tight capacity for high-end HBM3E Demand side (single project): - OpenAI Stargate: 900,000 wafers/month Supply side (global total capacity): - Current HBM wafer capacity: ~350,000 wafers/month Conclusion: Demand from a single mega project = 2.57x global capacity