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Digitimes October 12, 2026 By DIGITIMES positive

Samsung reportedly locks up to 80% of 2027 memory supply into long-term deals

SamsungGoogleMicrosoftAI / LLMNVIDIA / GPUMemoryRegulation
Samsung Electronics has committed 75&ndash;80% of its 2027 memory supply, including high-bandwidth memory (HBM), to long-term agreements (LTAs), the <em>Korea Economic Daily</em> reported on October 9, 2026, citing industry sources. Nvidia, Google and Microsoft were among the major customers that had largely finalized contracts. Samsung has not confirmed the allocation or named the buyers.
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