The growing demand for high bandwidth memory (HBM) from the AI buildout has led to Samsung having booked 70% of its memory production capacity for long-term agreements (LTAs), according to a new report from the Korean media. These agreements are providing Samsung’s customers with significant price reductions compared to the HBM spot price, which is as much as five times higher than that of the LTAs. Samsung’s Primary LTA Contract Partners Are Big Tech Players Such As Microsoft, Google & NVIDIA, Says Report According to a report in the SEDaily, the high demand for HBM has led to tightness in […]
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