The reason there are only three is that other players in their industry have been wiped out by investing in new production capacity to meet demand that doesn’t exist by the time they come online. It is very much an open question whether HBM demand growth really continues as forecast - it could collapse dramatically for various different reasons.
[−]londons_explore · 2026-11-15 Sun 19:13 UTC ·
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Isn't this what contracts for future delivery are for? Pass the risk on to the customer/financial markets.