{
  "schema_version": "0.1",
  "publication": "SK Hynix (000660.KS) thesis wrapper",
  "claims": [
    {
      "claim_id": "claim-001",
      "claim": "HBM supply constraints and backlog durability may sustain premium margins; kill if capacity ramps erase scarcity faster than expected.",
      "confidence": "low",
      "sources": [
        {
          "title": "SK Hynix DART filings and earnings transcripts",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "Customer concentration disclosures where public",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "Capex and wafer allocation guidance",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "HBM pricing/supply-chain checks",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "AI accelerator demand indicators",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        }
      ],
      "freshness_window_days": 14,
      "kill_criteria": [
        "HBM backlog converts to oversupply",
        "Customer concentration risk worsens",
        "Capex creates margin-destructive capacity"
      ]
    }
  ],
  "canonical_url": "https://barneywohl.github.io/korea-research-map-agents/agentpress/examples/sk-hynix-hbm-supply/"
}