---
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canonical_url: "https://aidr.today/d5b7abe3?lang=en"
title: "Samsung and SK Hynix Lock $950 Billion in Supply Deals to End Memory Boom Bust Cycle"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
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published_at: "2026-08-16T18:49:23.000Z"
category: "Chips"
topics: ["nvidia","broadcom","chips","infra"]
source_urls: ["https://huggingnews.com/tech/samsung-and-sk-hynix-lock-950-billion-in-supply-deals-to-end-memory-boom-cc5d4d09","https://x.com/StockSavvyShay/status/2088982790645960868","https://x.com/MilkRoadAI/status/2089001563880870384","https://x.com/MelvinInvests/status/2089026910060003364"]
summary: "Micron, Samsung, and SK Hynix are shifting their business models toward multiyear take or pay contracts to secure fixed volumes and pricing regardless of market volatility. These agreements include a combined $950 billion commitment from Samsung and SK Hynix to US partners such as Nvidia and Broadcom through 2030. Micron has additionally signed 16 Strategic Customer Agreements, with 14 of the deals securing $100 billion in minimum contracted revenue running through 2030. Bank of America forecasts that this structural change and AI driven scarcity will allow Micron to reach $236 per share in earnings by 2030, exceeding the market consensus of $136. The firm models gross margins near 80% as the production of HBM and advanced DRAM consumes more wafer capacity and extends equipment lead times. This strategy mirrors a transition at SanDisk, which established a long term model targeting sustained 80% gross margins and 50% free cash flow margins."
---

# Samsung and SK Hynix Lock $950 Billion in Supply Deals to End Memory Boom Bust Cycle

> [Open the canonical story](<https://aidr.today/d5b7abe3?lang=en>)

**Published:** 2026-08-16T18:49:23.000Z
**Category:** Chips
**Topics:** nvidia, broadcom, chips, infra

## Summary

Micron, Samsung, and SK Hynix are shifting their business models toward multiyear take or pay contracts to secure fixed volumes and pricing regardless of market volatility\. These agreements include a combined $950 billion commitment from Samsung and SK Hynix to US partners such as Nvidia and Broadcom through 2030\. Micron has additionally signed 16 Strategic Customer Agreements, with 14 of the deals securing $100 billion in minimum contracted revenue running through 2030\. Bank of America forecasts that this structural change and AI driven scarcity will allow Micron to reach $236 per share in earnings by 2030, exceeding the market consensus of $136\. The firm models gross margins near 80% as the production of HBM and advanced DRAM consumes more wafer capacity and extends equipment lead times\. This strategy mirrors a transition at SanDisk, which established a long term model targeting sustained 80% gross margins and 50% free cash flow margins\.

## Sources

- [Story source](<https://huggingnews.com/tech/samsung-and-sk-hynix-lock-950-billion-in-supply-deals-to-end-memory-boom-cc5d4d09>)
- [Story source](<https://x.com/StockSavvyShay/status/2088982790645960868>)
- [Supporting source](<https://x.com/MilkRoadAI/status/2089001563880870384>)
- [Supporting source](<https://x.com/MelvinInvests/status/2089026910060003364>)