Memory giants lock in up to 70% of capacity under long-term deals

AI-driven memory demand is growing exponentially, pushing the industry into a structural supply shortage. Memory makers have locked in up to 70% of their capacity under long-term contracts, reshaping traditional industry cycles.

• Up to 70% of memory makers' capacity is tied up in long-term deals
• Exponential AI demand is driving the shift
• The industry is entering a structural supply shortage
• Long-term contracts are reshaping traditional memory cycles