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Medium2026-10-19Short term · Leans positiveLonger term · Leans positive

Memory Long-Term Contracts May Extend to 2035

A Korean media report said memory long-term contracts may extend to 2035, a positive for Samsung and SK Hynix. If long-term contracts lock in demand and prices for longer, earnings visibility improves and supports the stocks.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

비즈니스포스트 · 10-19 09:57 KST
Memory Long-Term Contracts May Extend to 2035, Bullish for Samsung, SK Hynix
Long-term memory supply contracts could be extended to 2035, seen as a positive signal for continued upcycle at Samsung and SK Hynix, supporting earnings visibility and valuation.

Memory Long-Term Contracts May Extend to 2035 · Hynix Board