Chinese memory makers CXMT and YMTC have a mountain to climb as far as meeting demand goes because there are still local technology giants like Alibaba, Tencent, and ByteDance whose DRAM shipment requirements aren’t being fulfilled. Seeing as how their home-based suppliers have their hands full, it falls upon Samsung Electronics and SK hynix to make up for this production gap. According to the latest report, these behemoths are setting up lengthy Long-Term Agreements (LTAs) spanning 10 years, which is well beyond the 3-5-year period, meaning that the contracts will expire in 2035. ByteDance, Alibaba, and Tencent are likely showing […]
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