[EXCLUSIVE] 80% OF SAMSUNG ELECTRONICS’ SUPPLY VOLUME FOR NEXT YEAR IS COVERED BY LONG-TERM CONTRACTS
According to Kore | Hanami
[EXCLUSIVE] 80% OF SAMSUNG ELECTRONICS’ SUPPLY VOLUME FOR NEXT YEAR IS COVERED BY LONG-TERM CONTRACTS
According to Korean media reports, Samsung Electronics has already secured long-term agreements (LTAs) covering 75–80% of its memory supply volume for next year, including high-bandwidth memory (HBM). It has reportedly finalized most of its contracts with major tech companies, including NVIDIA, Google, and Microsoft. SK hynix and U.S.-based Micron are also moving quickly to lock in volumes, signing a series of large-scale long-term contracts with key customers.
Samsung Electro-Mechanics is also reportedly close to signing an LTA worth KRW 700 billion to supply multilayer ceramic capacitors (MLCCs) to Delta Electronics, a Taiwanese power electronics company.
https://www.hankyung.com/article/2026100927261