Alibaba, Tencent, ByteDance Seek DRAM Supply Deals With Samsung, SK Hynix to 2035

The shift from standard three-to-five-year contracts toward terms stretching to 2035 signals that China's largest cloud providers now treat memory as a strategic input rather than a spot-market commodity. That matters most for Samsung and SK Hynix, who gain multi-year demand visibility, and for smaller buyers who may find available supply and negotiating room squeezed further. The willingness to prioritize volume over price also suggests AI infrastructure buildouts are being planned on a longer horizon than usual procurement cycles. Whether these negotiations translate into signed multi-year deals — and how much capacity they lock up — is the open question for the broader server memory market.