The AI construction boom has triggered a surge in HBM demand, crowding out traditional DRAM supply and worsening memory shortages. According to a report by Seoul Economic Daily, Samsung's memory business division has allocated around 70% of its capacity to long-term agreements (LTAs) through 2031, with major signed customers including Nvidia, Microsoft, and Google. However, the competition for HBM supply is so intense that even these large tech companies cannot obtain the full quantities agreed
The AI construction boom has triggered a surge in HBM demand, crowding out traditional DRAM supply and worsening memory shortages. According to a report by Seoul Economic Daily, Samsung's memory business division has allocated around 70% of its capacity to long-term agreements (LTAs) through 2031, with major signed customers including Nvidia, Microsoft, and Google. However, the competition for HBM supply is so intense that even these large tech companies cannot obtain the full quantities agreed
智通财经2026/09/01 06:11Show original
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The AI construction boom is driving a surge in demand for HBM and squeezing traditional DRAM supply, worsening memory shortages. According to South Korean media reports, Samsung's memory division has allocated around 70% of its production capacity to long-term agreements (LTAs) before 2031, with major clients including Nvidia, Microsoft, and Google. However, the competition for HBM supply is so intense that even these large tech companies cannot obtain the full contractual supply, pushing spot prices even higher. (Seoul Economic Daily)
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