Five AI datacenter customers have reportedly established 5-year DRAM supply agreements with Samsung, guaranteeing timely shipments for the Korean giant’s customers while also maintaining a legally-binding relationship that enables the manufacturer to comfortably rake in profits without worrying about excess production. DRAM and NAND volume covered in the 5-year agreements will reportedly account for 60-70 percent of Samsung’s total production capacity A report from DigiTimes states that five additional AI customers are in their final talks with Samsung, with contracts being given flexibility to be extended by one year through annual negotiations. By receiving guaranteed payments, Samsung will have a […]
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