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Major tech companies have begun offering to directly invest in SK hynix's new chip production lines and bankroll purchases of advanced manufacturing equipment, Reuters has reported, in what sources described as an unprecedented escalation of efforts to secure memory supply during a global shortage. SK is weighing the proposals cautiously, concerned that accepting could leave it beholden to individual buyers.
The offers go well beyond standard long-term supply agreements. Some customers have proposed funding dedicated memory production lines at SK hynix's facilities, according to people familiar with the discussions who spoke to Reuters, while others have offered to cover the cost of ASML EUV lithography machines, which are used to pattern circuits on silicon wafers and individually cost hundreds of millions of dollars.
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Original paywall source: https://www.reuters.com/world/asia-...g-tech-firms-secure-chip-supplies-2026-05-07/
The offers go well beyond standard long-term supply agreements. Some customers have proposed funding dedicated memory production lines at SK hynix's facilities, according to people familiar with the discussions who spoke to Reuters, while others have offered to cover the cost of ASML EUV lithography machines, which are used to pattern circuits on silicon wafers and individually cost hundreds of millions of dollars.
Desperate SK hynix customers offer to buy its EUV machines and fund new fabs as memory capacity hits zero amid crushing AI-driven shortages — worsening global shortages pry open wallets to the tune of hundreds of millions of dollars
Available capacity is "essentially zero," source says.
Original paywall source: https://www.reuters.com/world/asia-...g-tech-firms-secure-chip-supplies-2026-05-07/
