SK Hynix turns AI-memory demand into five-year supply contracts
SK Hynix said it had concluded talks on about ten long-term memory-supply agreements, typically lasting five years and backed by deposits or other safeguards. It also plans to raise 2026 capital spending to the high-40-trillion-won range as AI-memory demand stays strong.
Why it matters: High-bandwidth memory is becoming a strategic, contracted input. A nominal accelerator order does not guarantee enough memory bandwidth or a deliverable cluster.