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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

…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…

May 8, 2026 · Luke James

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