ComputeLabs Research

SK hynix signed long-term supply agreements with 14 core customers, including major global cloud providers.

· ComputeLabs Research · from the October 27, 2026 edition

SK hynix said it had signed long-term supply agreements (LTAs) with 14 core customers, including major global cloud service providers. The update describes signed agreements, rather than negotiations covering an unspecified customer pipeline.

The company identified five years as the standard term for these agreements. It was discussing longer terms with some customers, but the supplied messages do not establish that those extensions had been signed.

SK hynix separately said negotiations for 2027 high-bandwidth memory (HBM) had been finalized. The sources do not disclose customer names, contracted memory volumes, pricing formulas, prepayments, or termination provisions, and do not establish that the 2027 HBM negotiations have exactly the same customer scope as the 14 LTAs.

  • SK hynix

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