---
format: "aidr-story-markdown/v1"
id: "8378328c6dbaac437e34622fa997cbf1f095041a5d66c3cffcb097014f446967"
canonical_url: "https://aidr.today/8378328c?lang=en"
title: "Samsung Locks 70% of Memory Capacity Through 2031, Pushing HBM Spot Prices 5x Higher"
lang: "en"
requested_lang: "en"
available_langs: ["en","vi"]
translation_fallback: null
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published_at: "2026-08-31T11:53:38.000Z"
category: "Chips"
topics: ["nvidia","google","microsoft","chips","hbm"]
source_urls: ["https://huggingnews.com/ai/samsung-locks-70percent-of-memory-capacity-through-2031-pushing-hbm-spot-adb255c4","https://x.com/jukan05/status/2094354650757829096","https://x.com/wallstengine/status/2094365355590418594","https://x.com/StockSavvyShay/status/2094369376736862615","https://x.com/jukan05/status/2094355501652074993"]
summary: "Samsung is considering converting its Pyeongtaek S5 foundry line to memory production as early as next year as it ties up a majority of its output in multiyear contracts with AI leaders. The manufacturer allocated roughly 70% of its memory production capacity through 2031 to long-term supply agreements with Nvidia, Microsoft, and Google to ensure stable delivery of high-bandwidth memory. The supply crunch pushed spot prices for HBM3E 36GB memory to about $2,100, or 4 to 5 times contract pricing. SK Hynix is exploring capacity expansion in Korea and a potential joint venture fab with Kioxia in Japan, while lower HBM4 yields further tighten available DRAM capacity as production ramps."
---

# Samsung Locks 70% of Memory Capacity Through 2031, Pushing HBM Spot Prices 5x Higher

> [Open the canonical story](<https://aidr.today/8378328c?lang=en>)

**Published:** 2026-08-31T11:53:38.000Z
**Category:** Chips
**Topics:** nvidia, google, microsoft, chips, hbm

## Summary

Samsung is considering converting its Pyeongtaek S5 foundry line to memory production as early as next year as it ties up a majority of its output in multiyear contracts with AI leaders\. The manufacturer allocated roughly 70% of its memory production capacity through 2031 to long\-term supply agreements with Nvidia, Microsoft, and Google to ensure stable delivery of high\-bandwidth memory\. The supply crunch pushed spot prices for HBM3E 36GB memory to about $2,100, or 4 to 5 times contract pricing\. SK Hynix is exploring capacity expansion in Korea and a potential joint venture fab with Kioxia in Japan, while lower HBM4 yields further tighten available DRAM capacity as production ramps\.

## Sources

- [Story source](<https://huggingnews.com/ai/samsung-locks-70percent-of-memory-capacity-through-2031-pushing-hbm-spot-adb255c4>)
- [Story source](<https://x.com/jukan05/status/2094354650757829096>)
- [Supporting source](<https://x.com/wallstengine/status/2094365355590418594>)
- [Supporting source](<https://x.com/StockSavvyShay/status/2094369376736862615>)
- [Supporting source](<https://x.com/jukan05/status/2094355501652074993>)