SK hynix leads HBM but posted the smallest DRAM price hike of the big four — mix, not momentum
tengyanAI · x · 2026-10-08
Compounding three quarters of ASP changes: Samsung 3.9x, Nanya ≥3.5x, Micron 3.2x, SK hynix just 2.6–2.9x — did the HBM leader miss the memory boom? The thread unpacks the catch: reported ASPs are blended mixes (HBM/DDR5/DDR4/mobile), not a pricing-power ranking; Samsung's big rise reflects repricing mechanisms in 5-year deals, not fixed prices; Micron's 26 multi-year agreements cover >35% of revenue through 2030 with floors and ceilings; Nanya's 49.3% MoM July jump came mainly from contracts rolling over.
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