$GIGADEVICE(03986.HK) People from Samsung's memory division said that demand for long-term contracts has exceeded their current supply capacity, so they need to allocate 60% to 70% of their production capacity to these long-term contract customers. The contracts are signed for five years, and the standard products include a minimum price clause. For module manufacturers, next year's procurement will depend on how many years the contracts are signed for.
$WDC 2X Long ETF(WDCX.US)
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.