A seismic shift in the DRAM industry has enabled major players like Samsung, SK hynix, and Micron to move away from their volatile and razor-thin margins and enforce a more stable business model that involves locking in long-term supply contracts and strict price floors through 2030. One analysis reveals that these manufacturers are sitting on $38 billion worth of deals, holding immense leverage over customers, but this position of power won’t last forever. Samsung, Micron, and SK hynix have set up a financial position that won’t last forever as time moves on The DRAM supply to a multitude of customers […]
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