Samsung Locks Up 80% of Next Year's Memory Capacity in Long-Term Deals; Tech Giants Scramble for the Rest
· Source: kalkinemedia.com
In short
Samsung Electronics has secured about 80% of its next year's memory chip capacity through long-term supply agreements with major tech companies like Nvidia, Google, and Microsoft. This trend of long-term contracts is expanding from memory chips to the entire AI infrastructure supply chain, shifting bargaining power toward suppliers but also posing risks if AI demand cools. Despite record profits, memory chipmakers face subdued stock prices due to concerns over profit growth deceleration.
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Tags: memory, chips, supply, AI, infrastructure, contracts