I was going to avoid discussing LTAs, but I suppose I have to address them after all. Ultimately, I believe both memory companies and investors need to determine whether LTAs are genuinely capable of capping earnings upside while protecting the downside. Samsung Electronics and SK hynix need to pr
The article discusses the need for Samsung Electronics and SK hynix to provide more detail on their long-term agreements (LTAs) to avoid trading at a discount to Micron.
I was going to avoid discussing LTAs, but I suppose I have to address them after all. Ultimately, I believe both memory companies and investors need to determine whether LTAs are genuinely capable of capping earnings upside while protecting the downside. Samsung Electronics and SK hynix need to pr
I was going to avoid discussing LTAs, but I suppose I have to address them after all. Ultimately, I believe both memory companies and investors need to determine whether LTAs are genuinely capable of capping earnings upside while protecting the downside. Samsung Electronics and SK hynix need to pr