$Alphabet(GOOGL.US) is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks.
Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $Micron Tech(MU.US), $SK Hynix(SKHY.US), and the others. They also expect HBM prices up 80% to 100% in the Q1 2027. Having all your capacity potentially allocated out into 2035 via LTAs would ease a lot of memory durability fears.
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