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    "source": "https://ai-2027.com/research/compute-forecast",
    "source_date": "2025-04",
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    "post_2027_extension": "Apply the source's post-2027 chip-production slowdown to AI memory demand; this is a translation assumption.",
    "ai_linked_revenue_fraction_beta": [
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  "model_assumptions": "AI 2027 physical-production worldview mapped through uncertain AI exposure, prices and market share. Known H1 fixed; H2 and FY2027 partially pooled with adjusted May broker forecast. Other memory growth partially pooled with overlap-adjusted historical observations. Shared Student-t cycle shocks; no revenue-size penalty.",
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  },
  "sources": [
    {
      "label": "AI 2027 compute production forecast (April 2025)",
      "url": "https://ai-2027.com/research/compute-forecast"
    },
    {
      "label": "SK hynix Q2 2026 results",
      "url": "https://news.skhynix.com/en/q2-2026-business-results/"
    },
    {
      "label": "SK hynix July 2026 Form 6-K",
      "url": "https://www.sec.gov/Archives/edgar/data/2120882/000119312526321989/d115239d6k.htm"
    },
    {
      "label": "SK hynix FY2025 results",
      "url": "https://news.skhynix.com/sk-hynix-announces-fy25-financial-results/"
    },
    {
      "label": "SK hynix 1Q26 results",
      "url": "https://news.skhynix.com/q1-2026-business-results/"
    },
    {
      "label": "SK hynix FY2024 results",
      "url": "https://news.skhynix.com/sk-hynix-announces-4q24-financial-results/"
    },
    {
      "label": "SK hynix FY2022 results",
      "url": "https://news.skhynix.com/sk-hynix-reports-2022-and-fourth-quarter-financial-results/"
    },
    {
      "label": "Micron FY2025 results",
      "url": "https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-fourth-quarter-and-full-8"
    },
    {
      "label": "Mirae Asset Securities SK hynix May 2026 estimates",
      "url": "https://img.securities.miraeasset.com/ezrlink/report/183/20260504134519223_en.pdf"
    },
    {
      "label": "Newsquawk on 1Q26 result and 2Q26 shipment outlook",
      "url": "https://www.newsquawk.com/headlines/sk-hynix-000660-ks-q1-2026-krw-net-profit-403tln-exp-304tln-revenue-526tln-exp-536tln-operating-profit-376tln-exp-379tln-sees-q2-dram-shipments-to-rise-high-single-digits-and-nand-shipments-to-rise-by-mid-teens-qq"
    },
    {
      "label": "Nature (1996): scaling behaviour in the growth of companies",
      "url": "https://www.nature.com/articles/379804a0"
    },
    {
      "label": "Bottazzi & Secchi (2006): explaining the distribution of firm growth rates",
      "url": "https://ideas.repec.org/a/taf/teurst/v40y2006i2p235-256.html"
    }
  ]
}