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Samsung Locks Up 70% of HBM Capacity Through 2031

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Samsung Electronics reportedly committed about 70% of its memory production capacity through 2031 via long-term agreements. AI customers are buying HBM3E years ahead to secure supply as shortages persist and spot prices stay high, paying far less under contract terms. The deals create predictable demand for Samsung and cheaper, more reliable memory access for buyers while industry leaders warn the shortage may last into 2030.

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