AI Giants Sign Years-Long DRAM Deals with Suppliers, Favoring Vendors Over Consumers

Reports say SK Hynix is negotiating a multi-year DDR5 supply deal with Microsoft worth tens of trillions of won starting this year.

Hyperscalers including Google and Microsoft are signing long-term DRAM contracts to secure capacity for infrastructure buildouts.

Industry coverage notes memory costs make up over 30% of hyperscaler spend and that long-term deals may reduce consumer access to future DRAM production.