Hardware
92d agoSK Hynix Tightens AI Memory Supply Terms
SK Hynix is leveraging Big Tech's desperate scramble for AI memory to enforce stricter long-term contracts. The chipmaker is explicitly rejecting funding structures that would grant customers influence over its fabrication plants or equipment. This power play secures pricing leverage.
The Signal
Hardware buyers must now accept rigid terms to ensure a steady supply of HBM chips.