Primary sources

Where to find the underlying documents this wiki is built from. Skewed toward what to chase when refreshing.

US SEC filings

EDGAR full-text search: https://efts.sec.gov/LATEST/search-index?q=

• Micron Technology (MU): 10-Ks (fiscal year ending late August), 10-Qs, 8-Ks, earnings releases. Investor portal: https://investors.micron.com. Note Micron's offset fiscal year — Q1 FY26 reports calendar Q4 2025.
• Nvidia Corporation (NVDA): 10-Ks, 10-Qs. EDGAR feed: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001045810. The purchase-obligation table is in the "Commitments and Contingencies" footnote of each 10-Q.
• Advanced Micro Devices (AMD): 10-Ks, 10-Qs. Investor portal: https://ir.amd.com/financial-information/sec-filings. Unconditional purchase commitments disclosed in 10-K Commitments footnote.

Key documents for this wiki:

• Micron Q1 FY26 10-Q: https://investors.micron.com/static-files/502c03ac-dd06-4c88-9441-02ebfe6ff6fa
• Micron Q1 FY26 prepared remarks: https://investors.micron.com/static-files/088991c5-a249-4f66-a0a6-258d9b66f3f9
• Micron Q3 FY25 10-Q (customer prepayments figure): https://investors.micron.com/static-files/b1981923-246f-43c4-af11-aa971db6b2bb
• Nvidia 10-Q Oct 26, 2025: https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm
• Nvidia 10-Q Apr 27, 2025: https://www.sec.gov/Archives/edgar/data/1045810/000104581025000116/nvda-20250427.htm
• AMD 10-K filed Feb 4, 2026: https://ir.amd.com/financial-information/sec-filings/content/0000002488-26-000021/amd-20251227.htm

Korean DART filings

DART portal: https://dart.fss.or.kr/ (Korean Financial Supervisory Service)

Korean-listed memory makers file detailed semi-annual (반기보고서) and annual (사업보고서) reports here. These often disclose more than US-equivalent ADR filings — particularly customer concentration. Filings are in Korean; basic translation is workable but technical terms require care.

• Samsung Electronics (005930.KS): Semiconductor (DS) division segment reporting; HBM-specific commentary in MD&A.
• SK Hynix (000660.KS): Single-customer concentration disclosed in the 반기보고서 (e.g., 27% from one customer in H1 2025). Capex broken out by category.

DOJ Antitrust Division

• Press release archive: https://www.justice.gov/atr/press-releases
• 2004–2007 DRAM cartel press releases are the load-bearing primaries for the documents/doj-dram-cartel.md page.
• Plea agreements (factual basis sections) are filed in N.D. Cal. and available via PACER (https://pacer.uscourts.gov).

Court records — bankruptcies and antitrust

• Qimonda AG insolvency: Amtsgericht München (Munich district court). Filing date January 23, 2009.
• Elpida Memory: Tokyo District Court, Corporate Reorganization Act filing, February 27, 2012.
• DRAM Antitrust Litigation MDL 1486: N.D. Cal. (Northern District of California). Direct-purchaser and indirect-purchaser settlements. Docket available on PACER.

Vendor spec sheets

• Nvidia: https://www.nvidia.com/en-us/data-center/ and https://resources.nvidia.com. Datasheets for H100, H200, B200, GB200, B300/GB300. Blackwell Ultra detail on https://developer.nvidia.com/blog.
• AMD: https://www.amd.com/en/products/accelerators/instinct/. MI300X datasheet at https://www.amd.com/content/dam/amd/en/documents/instinct-tech-docs/data-sheets/amd-instinct-mi300x-data-sheet.pdf.

Industry analysts (use with attribution)

Secondary aggregators worth referencing for pricing and bit-share data, with care to flag them as secondary:

• TrendForce (https://www.trendforce.com) — DRAM contract pricing, capex coverage, fab pipeline updates.
• DRAMeXchange (TrendForce property) — spot and contract pricing index.
• Omdia, Gartner, IDC — bit-share and market-sizing.
• SemiAnalysis (https://semianalysis.com) — technical deep dives on HBM stack mechanics, EUV layer counts, CoWoS capacity. Some content paywalled; flag for browser fetch.

Korean and Japanese trade press

• KED Global (https://www.kedglobal.com) — English Korean Economic Daily; surfaces Samsung / SK Hynix DART filings and Korean-language earnings commentary.
• Korea Herald (https://www.koreaherald.com)
• The Investor (https://www.theinvestor.co.kr) — Korean-investor-focused English-language coverage.
• The Elec (https://www.thelec.net) — Korean electronics trade press; technical detail on fab ramps and HBM stacks.
• Digitimes (https://www.digitimes.com) — Taiwanese trade press; CoWoS capacity, TSMC roadmap, Korean fab pipeline.

How to refresh

Most-load-bearing files to re-check each quarter:

1. Micron 10-Q + earnings prepared remarks — for the customer-prepayment line, consideration-payable line, capex guidance, and Mehrotra's framing language.
2. Nvidia 10-Q — for the purchase-obligation aggregate, prepayments, and inventory-writedown trajectory.
3. AMD 10-K / 10-Q — for unconditional purchase commitments growth.
4. SK Hynix DART filings — semi-annual (반기보고서) for customer concentration.
5. TrendForce pricing weekly — DRAM contract ASP for the price-effect narrative.

Cycle-event refresh (when relevant):

• SAMR (China) antitrust announcements — analog to the May 2018 probe.
• DOJ Antitrust Division press releases — analog to the cartel cycle.
• OpenAI / Stargate announcement page — for any LOI-to-binding-offtake conversion.