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English(EN) 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 斥资 18.6 亿美元确保用于 SSD 的 3D NAND 供应,以应对短缺

Biwin 已达成一项为期两年、价值 18.6 亿美元的协议,为其固态硬盘 (SSD) 采购 3D NAND 内存。该协议于 2026 年 Computex 展会上宣布,并已提交至上海证券交易所,旨在锁定固定价格并确保在市场严重短缺情况下的供应。这项承诺占 Biwin 年收入的 50% 以上,凸显了该公司管理 NAND 价格波动和未来潜在供应限制相关风险的战略。 AI

影响 确保 NAND 闪存等关键组件的供应对于扩展 AI 硬件基础设施至关重要。

排序理由 一项重要的供应协议,涉及关键技术产品类别中的主要组件。

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Biwin 斥资 18.6 亿美元确保用于 SSD 的 3D NAND 供应,以应对短缺

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一项重要的供应协议,涉及关键技术产品类别中的主要组件。
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报道来源 [2]

  1. Tom's Hardware TIER_1 English(EN) · Anton Shilov ·

    严峻的短缺迫使 Biwin 达成 18.6 亿美元 NAND 交易以用于 SSD — 多年协议锁定固定价格,现货市场面临枯竭

    Biwin signs a 24-months supply agreement with an unknown NAND maker to get memory worth $1.86 billion.

  2. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    严峻短缺迫使Biwin签署18.6亿美元NAND协议以生产SSD——多年协议锁定固定价格,现货市场面临枯竭风险Biwin签署

    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 signs a 24-months supply agreement with an unknown NAND maker to get memory worth $1.86 billion. https://www. tomshardware.c…