The Memory Shortage Isn't Close to Ending -- Samsung Just Locked Up 70% of HBM Capacity Through 2031

The Memory Shortage Isn't Close to Ending -- Samsung Just Locked Up 70% of HBM Capacity Through 2031

Microsoft, Nvidia, and Google are quietly signing deals that stretch nearly a decade into the future, and the reason why tells you everything about where the AI memory market is actually headed.

By 2031, Samsung will have sold 70% of memory

Samsung should have already made an appointment 70% of its memory capacity Through long-term supply contracts, some of which will be extended to 2031. The market is mainly driven by the demand for HBM, a high-bandwidth memory used in artificial intelligence systems. The data comes from South Korean media, which reports that among the major […] The post By 2031, Samsung will have sold 70% of memory appeared first on Aroged.

Samsung locks up to 70% of memory chip supply for long-term agreements until 2031

The memory chip market shows no signs of cooling down any time soon. Samsung is among the three top global players in the market, and all of them have pivoted to long-term agreements in order to sustain higher margins over the coming years. A new report out of South Korea claims that Samsung has locked […]

Samsung Locks 70% of Memory Capacity Into 2031 Deals - Long-Term HBM Deals Run 5x Cheaper Than Spot, as AI Demand Chokes the DRAM Market

The growing demand for high bandwidth memory (HBM) from the AI buildout has led to Samsung having booked 70% of its memory production capacity for long-term agreements (LTAs), according to a new report from the Korean media. These agreements are providing Samsung's customers with significant price reductions compared to the HBM spot price, which is as much as five times higher than that of the LTAs. Samsung's Primary LTA Contract Partners Are Bi…