AI customers of various forms have given Samsung and SK hynix new opportunities to reach staggering heights through insatiable DRAM demand. However, these gateways can also become perilous pitfalls if companies aren’t careful, which is why both memory manufacturers had to overhaul their entire business models to withstand those recession cycles. Here’s how they did it. Securing LTAs (Long-Term Agreements) is one thing, but Samsung and SK hynix have insulated themselves from demand fallout The memory industry has historically been extremely vulnerable to those aggressive “boom-and-bust” cycles, and Samsung is no stranger to those back-breaking losses. Now, with the Korean […]
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