Medium2026-10-20Short term · Leans positiveLonger term · Leans positive

Memory Giants Extend Long-Term Contracts to 2035; DRAM Gross Margin Hits 86.8%

Reports say memory majors have extended long-term supply contracts to 2035, locking in demand, while DRAM gross margins have climbed to 86.8%, with buyers in 2027-2028 even paying for a place in line. If accurate, this sharply improves SK hynix's earnings visibility and pricing power, supporting the stock near and medium term, though company confirmation is still needed.

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

Related coverage · 2 related reports

鉅亨號 · 10-20 19:30 KST
Memory Giants Extend Long-Term Contracts to 2035, Locking In Long-Term Demand
Reports say memory giants are extending long-term supply contracts to 2035, signaling stronger willingness among downstream customers to lock in long-term supply. If SK Hynix benefits from these long-term deals, earnings visibility would improve and support valuations, a medium-term positive for the stock.
鉅亨號 · 10-20 19:20 KST
DRAM Gross Margin Hits 86.8%; In 2027-2028 Buyers Are Paying for a Place in Line
Reports say DRAM gross margins have reached 86.8% in a golden quarter, arguing that in 2027-2028 buyers will be paying not for memory but for a place in line, highlighting tight supply. If tight supply-demand persists, SK Hynix's pricing power and profits should stay elevated, supporting the stock.