SK海力士重塑供货合约规则取消售价上限放大涨价收益行业议价能力全面向厂商倾斜

金吾财讯07-02

金吾财讯 | 据消息，SK 海力士(SKHY)着手废除存储芯片长期供货协议 (LTA) 内部价格上限条款，一改以往锁定合约最高价的行业惯例，市场现货涨价可直接传导至长协订单，最大化涨价周期营收。截至目前，SK 海力士并未回应 Seeking Alpha 的置评请求。

过往行业惯例中，存储厂商增设价格上限，让利换取长期稳定订单；目前 SK 海力士是全球唯一取消价格上限的头部存储厂商。叠加 AI 算力需求爆发，SK 海力士、三星电子 (SSNLF) 同步拉长供货周期，将一年期长协续约至 3 至 5 年，下游企业为保障供应链稳定被动接受条款变更，上游议价能力持续走强。

行业竞品采取差异化定价策略，美光科技 (MU) 推出新版合作协议，锁定现有产品价格上限，同步增设价格下限，兜底下行周期利润，同时预留新品涨价空间。业内人士表示，AI 服务器算力扩容催生高带宽内存刚需，供需格局失衡之下，存储供应商话语权短期内难以弱化，长协定价规则将持续偏向卖方。

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