Amoeba Farm(@AmoebaFarm):Oracle Update: Spot, periodic contract, and multi-year LTAs all price the same die differently, with LTAs covering a growing share of forward capacity. So we’re reweighting it. Each product gets a spot weight, a contract weight, and an LTA weight. This ensures the index properly takes the committed buyer into account. These changes will go into effect tomorrow, giving users time to adjust.

2026.10.29 07:51

Oracle Update: Spot, periodic contract, and multi-year LTAs all price the same die differently, with LTAs covering a growing share of forward capacity. So we’re reweighting it. Each product gets a spot weight, a contract weight, and an LTA weight. This ensures the index properly takes the committed buyer into account. These changes will go into effect tomorrow, giving users time to adjust.

Jukan@jukan05

2026.10.28 00:45

SK HYNIX: DRAM AND HBM VOLUMES ARE VIRTUALLY SOLD OUT FOR THE NEXT THREE YEARS THROUGH 2029. APPROXIMATELY 50% OF 2027–2028 CAPACITY IS COVERED BY LONG-TERM AGREEMENTS (LTAS), AND THE COMPANY EXPECTS TO MAINTAIN A SIMILAR SHARE GOING FORWARD.