Comment by jeffufl
8 hours ago
The numbers don't seem to add up at first glance—Samsung hikes Q2 contracts by 30% while China's spot market is seeing 10-20% fire sales.
8 hours ago
The numbers don't seem to add up at first glance—Samsung hikes Q2 contracts by 30% while China's spot market is seeing 10-20% fire sales.
It could be that the contract price for Samgsung is still below the spot price - it's just the packagers/resellers/distributors are currently pocketing the difference rather than Samsung.