Episode 18｜Every Day, Break Down a Company: SK Hynix
For every 100 yuan (or RMB) SK Hynix receives, 77 yuan comes from DRAM.
It has just agreed long-term deals with about 10 customers, but the quantity and pricing still have to be negotiated when actual procurement happens.
Its moat is customer certification and deep customization; its weakness is the mutual checks and balances among customers, production capacity, and equipment licensing.
What do you think: with such long-term agreements, are they locking in orders, or the customer relationship?
#SKHynix #HBM #DRAM #memory chips #半导体
For every 100 yuan (or RMB) SK Hynix receives, 77 yuan comes from DRAM.
It has just agreed long-term deals with about 10 customers, but the quantity and pricing still have to be negotiated when actual procurement happens.
Its moat is customer certification and deep customization; its weakness is the mutual checks and balances among customers, production capacity, and equipment licensing.
What do you think: with such long-term agreements, are they locking in orders, or the customer relationship?
#SKHynix #HBM #DRAM #memory chips #半导体