Overview
- Multiple outlets citing South Korean industry reporting say Google dismissed senior procurement leaders after failing to secure extra HBM from SK hynix and Micron.
- Reports also describe a Microsoft executive storming out of a meeting with SK hynix after the supplier rejected the terms Microsoft sought.
- Hyperscale buyers are said to have stationed procurement teams in Korea and to be placing open‑ended orders for any available HBM volume at premium prices.
- Only three suppliers produce the advanced HBM and high‑performance DRAM required for AI accelerators, and their capacity is reportedly booked through at least the coming year.
- Times of India cites analysts forecasting that tight memory supply could persist well into 2027, and companies are hiring dedicated sourcing staff across Korea, Taiwan, and Singapore.