Samsung locks in 75-80% of next year's memory supply via LTAs, including HBM for NVIDIA
zephyr_z9 · x · 2026-10-09
- According to Korean media, Samsung Electronics has secured long-term agreements covering 75-80% of its memory supply volume for next year, including HBM, with contracts largely finalized with NVIDIA, Google, and Microsoft.
- SK hynix and Micron are also racing to sign large-scale LTAs with key customers.
- Samsung Electro-Mechanics is reportedly close to a KRW 700 billion LTA to supply MLCCs to Delta Electronics.
The industry-wide shift to volume-locking contracts reflects tightening supply amid AI-driven demand.
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