🔥HOT: Memory chipmakers eye SUSTAINED gains in the AI trade. Chinese AI giants Alibaba, Tencent, and ByteDance are reportedly seeking 10-YEAR memory chip deals with Samsung and SK Hynix through 2035, as U.S. Big Tech locks in supply, per Maeil Business. TrendForce projects DRAM and NAND could account for 68% of major cloud providers' capital spending in 2027, up from 47% in 2026. DRAM helps AI systems process data faster, while NAND stores the massive datasets and AI models they need. While Big Tech spends BILLIONS building AI data centers, memory chipmakers could LOCK IN years of demand and stronger pricing power.