Global Memory Tech Weekly theme: HBM4 capex, TCB orders, muted spot price, fine-tuned forecasts Industry Overview Accessible version SK Hynix guided capex increase for HBM4 SK Hynix increased its capex guidance for HBM. This is likely based on NVIDIA's commitment to use large volumes of Hynix's HBM4 in 2026-27. We raised Hynix's HBM wafer capacity forecast (monthly average for 4Q26/4Q27) from 190k/210k to 213k/235k (+12% revision). This presents low-40% of global total (vs Samsung's mid- 30%). That said, Hy ...