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Exclusive: CSPs lock in memory capacity with two-year LTAs through 2028

Siu Han, Taipei; Charlene Chen, DIGITIMES Asia Friday 28 November 2025 0

Credit: DIGITIMES

Explosive AI demand is accelerating a historic global memory chip shortage, with major cloud service providers (CSPs) securing multi-year long-term agreements (LTAs) to guarantee supply through 2027 and 2028. Industry sources reveal that nearly all...

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