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in postLONG
“The binding constraint in the market right now is HBM memory. It's in short supply, it's expensive, and we don't use it.”
@semianalysis_
HBM is the binding AI supply constraint — short supply and rising prices benefit SK Hynix as the dominant HBM producer
SKHXLONGIDEA · NOT YET PRICED
“The second binding constraint is the CoWoS process at TSMC. We don't use it. Again, we sidestep this constraint.”
@semianalysis_
TSMC's 3nm node and CoWoS packaging are named supply constraints in AI — foundry scarcity drives pricing power and record revenue growth
TSMLONG@ $442.23
$395.85-10.49%
since call Jun 26
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