Fusion: Market Intelligence,
Topic: Manufacturers,
Topic: Memory
06.16.2026
SK Hynix Was Already Sold Out. Then the Fires Started.
SK Hynix's Cheongju fab was sold out before the fires started. Three incidents in three weeks. Here is what it means for HBM3E, DDR5, and your supply chain.
Fusion: Market Intelligence,
Fusion: Insights,
Topic: Artificial Intelligence,
Topic: Memory
04.2.2026
TurboQuant: Market Overreaction
TurboQuant sparked a market reaction suggesting AI memory demand could decline, but underlying fundamentals tell a different story. Explore what’s actually driving HBM demand, why pricing is soft, and what it means for procurement teams.