China’s Cloud Giants Eye Long-Term Memory Deals
Leading Chinese cloud service providers (CSPs), including tech giants like Alibaba, Tencent, and ByteDance, are reportedly in discussions with South Korean memory manufacturers Samsung Electronics and SK Hynix.
The negotiations focus on establishing long-term supply agreements (LTAs) for server-grade memory products. Server Memory Market Under Negotiation The discussions encompass both traditional DDR memory, which is currently the standard for x86-based server CPUs, and the more power-efficient LPDDR (Low Power Double Data Rate) memory.
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