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DigiTimes
Memory supply crunch pushes long-term contracts beyond the big three
The global memory supply shortage is worsening, with an increasing number of companies entering long-term agreements to secure their supply. This shift is moving contracts away from the dominant players—Samsung, SK hynix, and Micron—to also include firms like Sandisk and Nanya Technology. This landscape change indicates a growing concern among manufacturers about securing supply amid ongoing production challenges. Analysts suggest that while the current shortage might extend through the immediate future, there is a looming risk of a supply glut by 2028 due to potential overexpansion by chipmakers.
MonitorConfidence: MediumMid term horizonSupply chain risk: High
Published 14 Aug 2026, 10:20 UTC1 min read
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Summary
TL;DR
- Memory supply shortage intensifies globally
- Long-term contracts are expanding beyond the big three manufacturers
- New players like Sandisk and Nanya are entering the agreement landscape
- Concerns about potential oversupply by 2028 loom as production ramps up
- Shift indicates changing dynamics in the memory manufacturing sector
Interesting facts
- Chipmakers are expanding capacity in response to increasing demand
- The memory supply shortage has prompted strategic shifts in contracts
- Emerging firms are gaining traction in a market previously dominated by three companies