SK Hynix Removes Long-Term Contract Price Caps

Beth_Kindig · x · 2026-07-10

Rumor has it that SK Hynix has removed price ceilings in its long-term memory supply agreements, meaning spot price hikes can be more fully transmitted into contract pricing. This approach differs from Micron's contract mechanism. The post links this change to AI-related stocks like $MU, $NVDA, $AMD, and $AVGO.

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