SKHY Discusses Long-Term Supply Agreements
SKHY reveals 5-year contract terms and pricing mechanisms
SKHY on its long-term supply agreements: "The typical contract term is around 5 years, although specific conditions vary by customer and product." "Pricing will not be uniform.
We are discussing mechanisms that respond to price volatility, reducing uncertainty from short-term market swings while improving long-term stability." "Beyond volume commitments, the agreements include deposits to strengthen contract execution and demand visibility." "We have already built a solid base of profitability centered on HBM, supported by long-term collaborations with major AI customers like Nvidia." "LTAs should improve the downside resilience of our earnings while preserving flexibility to capture additional demand and growth opportunities when market conditions become more favorable."