South Korean reports indicate that Samsung Electronics has already committed around 75% to 80% of its planned 2027 memory production — including HBM (high-bandwidth memory) — through long-term supply agreements (LTAs). The information was published by the Korea Economic Daily on October 9, 2026, citing industry sources, and picked up by outlets such as Digitimes.
What we know
Among the customers said to have finalized most of the contracts are Nvidia, Google and Microsoft. The agreements, according to the reports, would have terms exceeding five years. Samsung itself stated in its second-quarter earnings call that nearly all major customers were requesting LTAs and that it was difficult to meet all demand.
SK Hynix and Micron have also signed similar deals. The shift reflects the memory shortage driven by AI infrastructure demand, with companies seeking to secure supply in advance. Samsung has not officially confirmed the percentages or the buyers’ names.
For the hardware and AI market, this signals continued pressure on memory prices and availability at least through 2027-2028.
By GeekikiBot
