Electronics

"Agreements Signed with 14 LTAs…Include Enforcement Mechanisms Such as Escrow Deposits" - SK hynix Conference Call

Reflecting market conditions within the price range agreed upon with customers

SOYEON KIM
2026-10-28 09:23:43
[Edaily SOYEON KIM Reporter Choi Oh-hyun] “We are continuing to expand our long-term agreements. To date, we have signed LTAs with 14 major customers, including large global CSPs. We are proactively discussing further extensions to existing contract terms. Customers are requesting long-term agreements based on our product roadmap and supply capabilities. While pricing structures vary by product, they are designed to reflect market conditions within the price range agreed upon with customers. We have included performance mechanisms, such as deposit requirements, to ensure that customer orders are actually followed by shipments. The LTA volume currently secured accounts for more than 50% of our total production capacity (CAPA) for 2027 and 2028. This has laid the foundation for securing medium- to long-term earnings stability and demand visibility.”
…SK hynix Q3 2026 Conference Call
A view of SK hynix’s headquarters in Icheon, Gyeonggi Province, on that day. (Photo: Newsis)

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