Alibaba, Tencent and ByteDance are reportedly negotiating long-term server DRAM supply agreements with Samsung Electronics and SK Hynix, according to South Korea Maeil Business Newspaper as cited by BlockBeats. Some customers are seeking terms that could extend through 2035, with contracts lasting as long as 10 years.
AI memory demand drives negotiations
The reported products include server DDR and low-power LPDDR memory. The report links the talks to rising AI-server demand and tighter memory supply, but it does not confirm signed agreements or final terms.
Read the English BlockBeats flash (original Chinese: BlockBeats flash).