SK Hynix has completed negotiations on long-term supply agreements with about 10 customers, including core clients, it said. The contracts typically run five years and include financial arrangements such as deposits alongside purchase commitments. The company said tight memory supply-demand conditions are likely to persist, supporting customers’ push for mid- to long-term supply stability. It is also negotiating 2027 HBM supply volumes and prices with key customers.

Ethereum could be the next beneficiary asset in the artificial intelligence investment cycle, as early signs suggest AI-related money is shifting from chipmakers, especially memory-chip stocks, to Ethereum, an analysis said. Fundstrat\'s Tom Lee cited a 72 percentage-point one-month performance gap between Ethereum and the Roundhill Memory ETF. Fundstrat did not provide direct fund-flow data, prompting calls for further verification.