Business · 2h ago
SK Hynix: Big Tech Wants Stable Memory Prices, Not Volatility
SK Hynix says major tech firms are seeking long-term deals to stabilize memory chip prices, signaling sustained demand for AI infrastructure. The memory maker expects continued high margins despite industry fears of an AI spending slowdown. This reflects Big Tech's commitment to locking in supply for data center expansion.
Meridian48 take
The claim that AI demand is 'here to stay' is self-serving from a memory vendor, but the shift to fixed-price contracts does suggest hyperscalers are planning for years of heavy investment.
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Big Tech demanding deals that smooth out memory prices, says SK Hynix →
The Register
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