Memory contracts shift long-term

The ongoing global memory shortage has caused major suppliers to shift to longer contract terms that last 3-5 years, a departure for a sector that has long been defined by short, boom-and-bust cycles.

The ongoing global memory shortage has caused major suppliers to shift to longer contract terms that last 3-5 years, a departure for a sector that has long been defined by boom-and-bust cycles.

This is particularly relevant for HBM, where complex processes and customer-specific configurations make long-term agreements essential.

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