Samsung and SK hynix Reportedly Shift to 3-5 Year Long-Term Supply Contracts

According to Aju Daily, Samsung Electronics and SK hynix have decided to sign 3-5 year long-term supply contracts with major global technology companies, moving away from one-year short-term agreements. Samsung Electronics previously stated that it is pushing to convert its supply contracts from annual or quarterly terms to multi-year agreements lasting three to five years, and is expected to stably supply three-year memory products to key customers such as Microsoft and Google. It is said that SK hynix is in discussions with Google regarding a five-year long-term supply contract for general-purpose DRAM in order to maximize supply stability. This move aims to establish a stable, high-margin business model through strategic cooperation with customers in the early stages of AI memory development.