Samsung HBM

Headlines · 2

1. Oct 20
   Samsung Reportedly Covers 70% of Generic DRAM Capacity and All 2027 HBM Orders

   cnBeta, citing Korean media and a securities analysis report, says Samsung Electronics signed five-year memory supply agreements with major global technology companies. The reported agreements cover about 70% of Samsung's generic DRAM capacity and all HBM planned for production in 2027. Customers are reportedly competing for the roughly 30% of generic DRAM capacity not secured through long-term contracts. Pricing and profit figures cited in the reports are institutional estimates rather than Samsung guidance.

   cnBeta · 🔥 0
2. Oct 12
   Samsung reportedly locks nearly 80% of 2027 memory output

   Korean media reports cited by IT之家 and 科技新报 say Samsung has reserved nearly 80% of its projected 2027 memory capacity through long-term agreements with major technology customers, with reported terms extending beyond five years. SK hynix and Micron have also reportedly signed large long-term supply agreements with core customers, while Samsung said it cannot fully meet every request for such contracts. A separate report cited by cnBeta claims some data-center customers are paying up to 25% more for guaranteed HBM supply, but that premium has not been independently confirmed.

   IT之家 AI · 🔥 0

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