Hua Er Jie Jian Wen·2026-02-06 08:40Core Insights - The global memory chip market is undergoing a significant transformation in pricing rules, with major suppliers like Samsung, SK Hynix, and Micron adopting a new contract model that shortens contract durations and introduces "post-settlement" clauses [1][2] Group 1: Pricing Mechanism Changes - Traditional pricing models for memory products, such as DRAM and NAND, are being disrupted, moving from fixed prices determined at the start of contracts to dynamic pricing that allows adjustments based on market conditions even after delivery [2] - The introduction of "post-settlement" clauses enables suppliers to capture price increases, effectively transferring market risk entirely to buyers [2] - Contract durations have significantly shortened, with many agreements now lasting only a quarter or even a month, despite buyers seeking longer contracts for stable supply [2] Group 2: Impact on Major Tech Companies - Even large tech companies like Apple, which typically secure long-term supply agreements, are not immune to price increases, as current supply shortages limit their ability to lock in prices beyond mid-2026 [3] - In the first quarter, Samsung and SK Hynix raised the prices of LPDDR for iPhones, with Samsung's prices increasing by over 80% and SK Hynix's by approximately 100% [3] - Major memory manufacturers are tightening control over customer orders, requiring disclosure of end customers and order volumes to prevent stockpiling and overbooking, further solidifying the seller's market [3]