SK hynix says long-term supply deals now cover about 10 customers over five years
tengyanAI · x · 2026-07-29
SK hynix said it has completed long-term agreements with about 10 customers, with more discussions ongoing.
- Typical contract term: about 5 years.
- Agreements include long-term volume commitments and deposits.
- Pricing varies by customer and product, with mechanisms meant to reduce short-term volatility.
- Management said the deals should improve downside protection for earnings while preserving upside.
- Capex expansion will be phased in based on confirmed customer demand.
In the Q2 DRAM ASP discussion, management said the miss versus market expectations was driven by product mix rather than pricing: SK hynix is balancing HBM and conventional DRAM based on demand and its medium- to long-term strategy, and some high-value shipments were pushed from Q2 into the second half, which weighed on blended DRAM ASP.
Related event: SK Hynix Confirms HBM4 Mass Production in H2 2026(5 posts)→
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