Alibaba, Tencent and ByteDance are reportedly seeking to sign DRAM supply agreements with Samsung and SK Hynix, with terms extending up to 2035.
35 minutes ago
According to South Korea’s Maeil Economic Daily, major Chinese cloud service providers including Alibaba, Tencent, and ByteDance are in negotiations with Samsung Electronics and SK Hynix for long-term server DRAM supply agreements. Some clients reportedly aim to extend the typical 3–5 year long-term supply contracts to 2035, signing ultra-long 10-year deals. The companies seek to lock in products including server DDR and low-power LPDDR. As demand for AI servers continues to surge and memory supply tightens, cloud providers are rushing to secure memory capacity in advance, even willing to pay higher prices to meet the supply needs of their AI business expansion. Earlier, large U.S. tech firms had already locked in memory resources via long-term supply agreements; the move by Chinese cloud providers reflects that competition in AI infrastructure is further extending into the server memory supply chain.
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