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Alibaba, ByteDance, and Tencent have requested 10-year server memory supply agreements with Samsung Electronics and SK Hynix for DDR5 and LPDDR5 memory, extending through 2035 to secure hardware volumes for AI infrastructure expansion.
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- SOURCE@jukan05“MAJOR CHINESE CLOUD SERVICE PROVIDERS (CSPS), INCLUDING ALIBABA, TENCENT, AND BYTEDANCE, HAVE REQUESTED LONG-TERM SUPPLY AGREEMENTS (LTAS) FOR SERVER MEMORY FROM SAMSUNG ELECTRONICS AND SK HYNIX”x.com
- SUPPORT@deepdishenjoyer“this doesn't look that cyclical”x.com
- SOURCEhuggingnewshuggingnews.com