On September 1, it was reported that Samsung Electronics has used about 70% of its memory chip production capacity for long-term supply agreements. The maximum period of the relevant agreement is 2031. Customers include Nvidia and Microsoft. As demand for artificial intelligence continues to grow, memory chip manufacturers are shifting more production capacity to HBM with higher margins and locking in supply and prices through long-term agreements. The industry believes that this move may further tighten the supply of short-term memory chips and push up prices.

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