存储芯片大厂要涨价，要求签长约

Core Insights - The demand for memory semiconductors, particularly high bandwidth memory (HBM) and general DRAM, is surging due to the explosive growth of data generated by AI entities like OpenAI and Gemini [1][2] - Major electronic and IT companies in the US and China are negotiating long-term DRAM supply contracts with Samsung Electronics and SK Hynix to secure inventory amid concerns of DRAM shortages [1][2] - The combined market share of Samsung Electronics and SK Hynix in the global general DRAM market exceeds 70%, and both companies are shifting their investment focus towards HBM, leading to a decline in general DRAM production capacity [2][3] Demand and Supply Dynamics - Companies are moving from short-term contracts to 2-3 year agreements for DRAM supply due to anticipated shortages, with some server clients discussing orders extending to 2027 and beyond [1][2] - The spot price for DDR4 8Gb DRAM reached $7.3, marking a 265% increase from $2 in April, the first time prices have exceeded $7 since October 2018 [2][3] Market Outlook - Investment banks, including UBS, predict a "once-in-a-decade boom" in the memory semiconductor market, with DRAM fixed transaction price growth forecasted to rise from 5% to 17% in Q4 [3] - Samsung Electronics and SK Hynix are expected to see significant profit increases, with projected combined operating profits reaching 12.8 trillion KRW, a 64% year-on-year growth [3]