China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

Digitimes
By Levi LiMar 31, 2026, 9:16 pm201 pts
As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including GigaDevice, CXMT, and Biwin, are moving to secure upstream wafer supply through contracts lasting up to two years, pointing to stronger demand visibility and…

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