Key Overnight News (October 27–28)
28/10/2026, 18.50.01
Alibaba, Tencent and ByteDance seek long-term DRAM supply agreements from Samsung Electronics and SK Hynix, with some asking for contracts through 2035. Alibaba, Tencent, ByteDance and other large Chinese cloud service providers (CSPs) are negotiating long-term supply agreements (LTAs) for server memory with Samsung Electronics and SK Hynix. Such agreements usually run 3 to 5 years, but some customers have proposed signing through 2035, a 10-year term. The purchasing demand covers server DDR and low-power LPDDR. LPDDR is mostly used in smartphones and can improve the energy efficiency of AI servers. The report said that with memory supply tight, these vendors are prioritizing locking in supply volumes even at higher prices. US tech giants had previously secured memory supply through LTAs. Data: tokenized stock holders top 5.3 million, 83% of total RWA holders. From June to October 2026, the number of tokenized asset holders