Samsung, according to media reports, is allocating about 70% of its memory capacity to long-term contracts some agreements may be in effect until 2031.
Among the big customers are NVIDIA, Microsoft and Google, and for Samsung, it's a guaranteed demand for years to come, but at the same time, less memory is left for the free market.
The difference in prices is huge:
• 36 GB HBM3E on the spot market about $2 110 • On long-term contracts about $ 368515 • HBM4 with 16 layers on the spot market about $3 530
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