深潮TechFlow|Oct 27, 2026 07:32
[Alibaba, Tencent, and ByteDance Seek Long-Term Memory Supply Agreements with Samsung and SK Hynix, Some Contracts Extended to 2035] According to a report by the Daily Economic News on October 27th, Alibaba, Tencent, and ByteDance are in talks with Samsung Electronics and SK Hynix regarding long-term DRAM supply agreements for servers. Some customers are requesting that the supply period be extended to 2035, reaching 10 years, exceeding the usual 3 to 5 years. The relevant demands cover DDR and LPDDR memory for servers. As major US tech companies secure memory supplies in advance through long-term agreements, Chinese cloud service providers are also vying for server memory resources to meet the demands of AI business expansion and server energy efficiency.
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