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Nvidia, Microsoft and Google Lock Up Multiyear HBM Supply Deals

24/7 Wall St. Read original source (opens in a new tab)
The Story

News Summary

  • Samsung has locked approximately 70% of its HBM capacity through 2031 via long-term agreements with major buyers including Nvidia, Microsoft, and Google.
  • The discounted multiyear supply agreements ensure critical memory availability as industry analysts and manufacturers project AI memory shortages could persist through 2030.
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