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Industry

Samsung Electronics, SK Hynix diverge on long-term memory contract strategy

Samsung Electronics and SK Hynix are shifting memory sales to multi-year long-term supply agreements, but are taking different approaches. Samsung is seeking to lock in 60 to 70 percent of capacity under contracts that fix price and volume. SK Hynix is building up deals but keeping part of output outside contracts, citing supply constraints. With terms undisclosed, the outcome is expected to be judged by earnings and shareholder returns.

Industry

SK Hynix wraps up LTA talks with about 10 customers including core clients, negotiating 2027 volumes and prices

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.

Industry

SK Hynix posts 118 percent net margin, says customers still seeking more supply

SK Hynix posted a 76 percent operating profit margin in the second quarter of 2026 and set record quarterly revenue and operating profit. It said strong demand from expanding AI infrastructure investment and a tight supply environment pushed up prices for both DRAM and NAND flash. Net profit margin reached 118 percent as non-operating gains were reflected. The company said it completed talks on long-term supply agreements with more than 10 customers.