Samsung has already allocated about 70% of its memory production capacity through long-term agreements (LTAs) that can extend until 2031. Major customers include NVIDIA, Microsoft, and Google.
Such agreements allow Samsung to secure production line utilization in advance and provide partners with more predictable supply volumes. What happens in the market for the average consumer is of little concern to the company.
According to the Seoul Economic Daily, the average export price of HBM reached $76.13 per unit at the end of July, exceeding the $70 mark for the first time. At the same time, the average export price of regular DRAM increased by 24.3% month-on-month to $22.9.