Search results for LTA
Industry
Samsung Electro-Mechanics evolves into an AI infrastructure company
Samsung Electro-Mechanics plans to execute investment over the next three years equivalent to the past decade, with companywide capital spending expected to more than double from a year earlier. Five brokerage houses raised target prices to 1.05 million to 1.10 million won from the 600,000-won range, citing analysis that a triple phase of price increases has begun. The investment is described as order-based spending backed by long-term supply agreements with AI big tech customers.
Industry
Conventional DRAM overtakes HBM profitability; memory big two draw attention with different responses
A surge in conventional DRAM prices has created an unusual situation in which conventional DRAM profitability has overtaken HBM, prompting different responses from Samsung Electronics and SK Hynix. Samsung said it would keep a balanced product mix, warning that over-tilting toward DDR could constrain AI infrastructure. SK Hynix said customers are seeking long-term volume commitments and it is reviewing a new contract structure to provide supply stability and steadier returns.
Industry
SK Hynix to overhaul long-term supply contracts to prioritise volumes over price
SK Hynix is reviewing a new structure for long-term supply agreements, saying customers increasingly view securing volumes as a key risk. The company reported record quarterly revenue and operating profit for the first quarter of 2026 and said shortages of HBM, server DRAM and enterprise SSDs may persist, extending a price upcycle. It will bring forward the start of its Yongin cluster Phase 1 fab and accelerate NAND transitions and next-generation product rollouts.
