“Relationships are evolving beyond transactional relations into more strategic long-term partnerships.”
SK Hynix booked $41.6 billion in operating profit, up 557 percent, after raising DRAM 30 percent and NAND 50 percent. Around ten hyperscalers signed multi-year deals to lock in supply and shield themselves from the volatility. That volatility does not go away. It lands on everyone building a PC or a small server, who has no five-year contract and no leverage.