{"event":{"id":"evt-micron-hbm-demand-20260930","dedupe_key":"supply_demand_update:2026-09-30:micron-reports-hbm-demand-remains-above-capacity","event_type":"supply_demand_update","title":"Micron reports HBM demand remains above capacity","summary":"Micron reported AI-driven HBM orders above current capacity, broader memory-supply tightening and continued investment expansion to meet demand.","occurred_at":"2026-09-30T20:06:00.000Z","published_at":null,"observed_at":"2026-09-30T21:20:00.000Z","reconstructed_at":null,"ingest_type":"live_world_scan","locations":["global","United States"],"status":"verified","confidence":0.98,"metadata":{"actors":["Micron"]},"created_at":"2026-09-30T21:57:03.546Z","updated_at":"2026-09-30T21:57:03.546Z"},"artifacts":[{"id":"art-reuters-micron-hbm-20260930","canonical_url":"https://www.reuters.com/business/micron-forecasts-quarterly-revenue-above-estimates-2026-09-30/","artifact_type":"news_article","title":"Micron forecasts quarterly revenue, profit above estimates on AI memory demand","summary":"Micron said AI-driven HBM demand remains above capacity and is tightening broader memory supply while the company expands planned US investment.","creator_entities":["Reuters"],"released_at":"2026-09-30T20:06:00.000Z","content_hash":null,"metadata":{"source_scope":"incremental_world_scan"},"created_at":"2026-09-30T21:57:03.543Z","updated_at":"2026-09-30T21:57:03.543Z","relation":"documented_by"}],"signals":[{"id":"sig-hbm-bottleneck-20260930","statement":"High-bandwidth memory remains a binding physical bottleneck in AI scaling, with demand above capacity and spillover tightening in broader memory markets.","signal_type":"infrastructure_bottleneck","direction":"increasing","confidence":0.97,"epistemic_status":"supported_inference","mapping_mode":"contemporaneous","reconstructed_at":null,"created_at":"2026-09-30T21:57:03.548Z","updated_at":"2026-09-30T21:57:03.548Z"}]}