Alibaba, Tencent and ByteDance Discuss Long-Term DRAM Supply Deals

Samsung poised to offer long-term memory contracts to Chinese tech firms

Samsung could end up scoring some lucrative memory chip contracts with some of China's biggest tech companies, as some of the bigger tech companies in the

China’s DRAM Self-Sufficiency To Remain A Distant Dream, As Local Giants Seek 10-Year LTAs From Samsung And SK hynix; CXMT & YMTC Lagging In Key Areas

Chinese memory makers CXMT and YMTC have a mountain to climb as far as meeting demand goes because there are still local technology giants like Alibaba, Tencent, and ByteDance whose DRAM shipment requirements aren’t being fulfilled. Seeing as how their home-based suppliers have their hands full, it falls upon Samsung Electronics and SK hynix to make up for this production gap. According to the latest report, these behemoths are setting up length…

Alibaba, Tencent, and ByteDance seek long-term memory deals with Samsung and SK Hynix

The long-term memory deals highlight the intensifying global competition for AI infrastructure, potentially reshaping tech industry dynamics.

Alibaba, Tencent and ByteDance Discuss Long-Term DRAM Supply Deals

Some customers want terms through 2035, while the talks cover server DDR and low-power LPDDR memory.