Samsung Electronics (005930 KS) and SK Hynix (000660 KS) are refusing to negotiate long term agreements, are sticking to quarterly contracts, via Hankyung citing sources. Offered major DRAM customers a 60-70% Q/Q increase in supply prices for Q1
Newsquawk Staff · Hankyung ·
- Similar increases are being offered to PC and smartphone DRAM customers.
- Amid expectations for DRAM prices to increase quarterly until 2027.
- High price increase is merited by higher-than-expected demand for 5th Gen high-bandwidth memory.
- Big tech buyers, e.g. Amazon (AMZN) and Microsoft (MSFT), have reportedly sent staff to Korea to negotiate with Samsung Electronics and SK Hynix to secure long term agreements.
Sources
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