Samsung and SK Hynix Have Re-Engineered the DRAM Business Model to Defy Peak-Out and Recession

Samsung and SK hynix are shifting DRAM sales toward long-term deals with AI customers instead of relying on spot market swings.

The contracts include advance payments and multi-year commitments, making memory revenue more stable and predictable.

The agreements also cover HBM and enterprise SSDs, giving the companies a buffer if demand cools.

The move reduces exposure to the memory boom-bust cycle and ties growth more closely to AI demand.