If a mid-sized consumer brand walked into SK Hynix today with cash, when would their order be delivered?
On a standard three-month backorder
Not until 2026
Correct. The global capacity is entirely sold out.
Only if they successfully outbid OpenAI
On a standard three-month backorder
Not until 2026
Correct. The global capacity is entirely sold out.
Only if they successfully outbid OpenAI