# SK Hynix 000660 HBM Supply Constraint Thesis

URL: https://barneywohl.github.io/korea-research-map-agents/agentpress/examples/sk-hynix-hbm-supply/
Type: Agent-native publication

## Summary

Agent-native diligence wrapper for the SK Hynix HBM supply constraint duration thesis. Research commentary only; not investment advice.

## Primary task

Verify whether SK Hynix HBM backlog, capex, and customer concentration evidence support or kill the HBM supply constraint thesis.