律动BlockBeats|Oct 27, 2026 07:30
[Alibaba, Tencent, and ByteDance Reportedly Seeking DRAM Supply Agreements with Samsung and SK Hynix Extending to 2035]
BlockBeats reports on October 27th, citing South Korea's *Maeil Business Newspaper*, that major Chinese cloud service providers such as Alibaba, Tencent, and ByteDance are in talks with Samsung Electronics and SK Hynix regarding long-term DRAM supply agreements for servers. Some clients reportedly hope to extend the typical 3-5 year long-term supply agreements to 2035, signing ultra-long-term contracts of up to 10 years.
The report states that the products these companies are hoping to secure include server DDR and low-power LPDDR memory. With the continued growth in demand for AI servers and tightening memory supply, cloud service providers are accelerating the securing of memory capacity in advance, even willing to bear higher prices, to ensure the supply needed for the expansion of their AI businesses.
Previously, major US technology companies had already secured memory resources in advance through long-term supply agreements. This move by Chinese cloud service providers reflects that competition in AI infrastructure is further extending to the server memory supply chain. [Original Link]
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