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Alibaba, Tencent, ByteDance reportedly seek 10-year DRAM deals

What happened

Alibaba, Tencent, and ByteDance are reportedly seeking long-term server DRAM supply agreements with Samsung Electronics and SK Hynix, with some requests extending through 2035, as Chinese cloud service providers (CSPs) join US technology giants in competing for future memory capacity. The report is of a planned, unconfirmed nature; the agreements are not confirmed as concluded, and the source states no cause beyond this competitive backdrop.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

server DRAM

AlibabaTencentByteDanceSamsung Electronics SK Hynix

DRAMlong-term supply agreementserver memoryChinese CSPs2035

Source and time

Source: DigiTimes Asia · 10/29/2026 · View original source

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Alibaba, Tencent, ByteDance reportedly seek 10-year DRAM deals

What happened

Impact and signal

Affected components and suppliers

Source and time

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