Samsung Electronics will extend DDR4 DRAM production through end-2026 to capture high prices - DDR4 16Gb chips hit US$60 – and plans to sign long-term supply agreements with specific server clients, media report. The agreements will be Non-Cancellable, Non-Returnable (NCNR) “bully contracts” as customers are desperate for supply and expect prices to keep rising. Part of the reason for the DDR4 change of heart is due to Samsung’s production struggles with HBM3e, as yields lag rivals SK Hynix and Micron. $SSNLF $HXSCL $Micron Tech(MU.US) #semiconductors
Source: Dan Nystedt
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