Alibaba, Tencent and ByteDance reportedly in talks for long-term server DRAM supply deals

Alibaba, Tencent and ByteDance reportedly in talks for long-term server DRAM supply deals

N
News Editor
2026-10-27 07:54:53
Alibaba Group, Tencent and ByteDance are in talks with Samsung Electronics and SK Hynix over long-term supply agreements for server DRAM, according to a report by National Business Daily cited by ChainCatcher. Some customers are seeking to extend supply commitments to 2035, creating 10-year contracts that would run longer than the usual three- to five-year terms. The demand covers server DDR as well as low-power memory LPDDR. The report said the push comes as major U.S. technology companies have already moved to secure memory supply through long-term agreements, prompting Chinese cloud service providers to compete for server memory resources. The goal, according to the report, is to support AI business expansion and meet server energy-efficiency requirements.

Alibaba Group, Tencent and ByteDance are in talks with Samsung Electronics and SK Hynix over long-term supply agreements for server DRAM, according to National Business Daily, as cited by ChainCatcher.

The report said some customers want supply terms extended to 2035, resulting in 10-year agreements, longer than the usual three- to five-year contracts. The demand covers server DDR and low-power memory LPDDR.

Chinese cloud providers seek memory supply for AI workloads

According to the report, major U.S. technology companies have already locked in memory supply through long-term agreements. Chinese cloud service providers are now competing for server memory resources to support AI business expansion and improve server energy efficiency.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.
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