Report says long-term deals have locked up nearly 80% of Samsung’s memory-chip capacity for next yearMachine translation

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Citing industry sources, The Korea Economic Daily reports that long-term supply agreements have locked up nearly 80% of Samsung Electronics’ memory-chip capacity for next year, including high-bandwidth memory (HBM). Nvidia, Google and Microsoft have placed orders with Samsung, with supply commitments generally exceeding five years. IT Home also reports that SK hynix and Micron have reached large long-term supply deals with key customers.

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IT之家 10 月 12 日消息，据韩国经济日报报道，业内人士透露，三星电子已通过长期供应协议锁定了明年近 80% 的存储芯片产能，其中包括高带宽内存 HBM。

据悉，英伟达、谷歌、微软等全球科技巨头已纷纷排队向三星下单，锁定的芯片供应期普遍在五年以上。这一签订长期供货协议的趋势已由半导体领域向整个 AI 硬件供应链蔓延。业内人士指出，AI 零部件产业正从传统的即期交易模式加速转向确定性更高的“订单导向型”产业。

三星曾在第二季度财报电话会议上坦言：“几乎所有核心客户都在强烈要求签订长期供货协议，公司目前很难完全满足所有的长协诉求。”

IT之家注意到，与此同时，包括 SK 海力士及美光科技在内的其他存储芯片巨头，也已相继与核心客户敲定了大额长期供货协议。

业内分析指出，长期供货协议的大规模普及，本质上反映了科技巨头保障供应链稳定的迫切需求，与上游供应商试图降低高额投资风险的诉求高度契合。