Crushing shortages force Biwin into $1.86 billion NAND deal for SSDs — multi-year agreement locks in fixed pricing as spot market threatens to dry up Biwin sign
Biwin has entered into a two-year, $1.86 billion agreement to secure 3D NAND memory for its Solid State Drives. This deal, announced at Computex 2026 and filed with the Shanghai Stock Exchange, aims to lock in fixed pricing and ensure supply amidst significant market shortages. The commitment represents over 50% of Biwin's annual revenue, highlighting the company's strategy to manage risks associated with volatile NAND prices and potential future supply constraints. AI
IMPACT Securing critical components like NAND flash is essential for scaling AI hardware infrastructure.