Nanya Technology’s US$2.5 billion private placement deal from SanDisk, Kioxia, SK Hynix and Cisco marks a big change in supply agreements because it includes mid-to-long term LTAs (long term agreements) and much more integrated supply chain work, media report, adding he also said there is at least one more client interested in such a deal – though Nanya has no plans for more private placements. 1/2 $Sandisk(SNDK.US) $Cisco(CSCO.US) $HXSCL $SSNLF $Micron Tech(MU.US) #SKhynix #Samsung #NanyaTech #semiconductors
Source: Dan Nystedt
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