Alibaba, Tencent, and ByteDance seek long-term memory supply agreements with Samsung and SK Hynix, with some contracts extended to 2035.

On Oct. 27, according to National Business Daily, Alibaba, Tencent, and ByteDance are negotiating long-term supply agreements for server DRAM with Samsung Electronics and SK Hynix. Some clients are requesting to extend the supply term to 2035, reaching 10 years, exceeding the typical 3 to 5 years. The related demand covers server-grade DDR and low-power LPDDR. As major U.S. tech companies secure memory supplies early through long-term agreements, Chinese cloud service providers are also beginning to compete for server memory resources to meet the needs of AI business expansion and server energy efficiency.