Data contracts / tool

HBM Qualification Status

Vendor × customer qualification matrix (SK Hynix / Samsung / Micron) with per-relationship milestone timelines back to 2022.

Coverage window
2022-06-012026-06-01 (78 rows)
Computed from the backing series at page-render time — never typed by hand.
History honesty
Observations recorded as published; no archive backfill flag on this series.
Cadence
Mon/Wed/Fri — HBM qualification & market refresh runs 09:00 UTC on those days. The bitDemand sub-table refreshes MONTHLY (1st, 10:00 UTC) — derived shipment-mix × per-SKU HBM content, published as ranges.
Revision policy
Underlying observations are immutable; the tool view recomputes from them. Corrections are registered in data_corrections.
Sources (source_type)
tavily_anthropic (53) · analyst (9) · trade_press (7) · korean_press (5) · press_release (3) · ceo_statement (1)
Known gaps
Events are published once corroborated across independent public sources, with human review on an exception basis; every entry carries its evidence links. Vendors do not announce every qualification, so the absence of an event for a vendor–customer pair is not evidence that no qualification exists — and because public reporting concentrates on NVIDIA platforms, NVIDIA-related events are over-represented relative to true qualification activity. Coverage spans Samsung, SK Hynix, and Micron from HBM3 through HBM4 16-Hi, with events back to June 2022.
Authored 2026-08-15; next review 2026-11-15.
Access
Free API key
API: /api/v1/hbm-qualification · MCP: get_hbm_qualification
Machine-readable
/api/v1/catalog/tool-hbm-qualification/contract