[Korean media: Samsung's memory business unit will allocate about 70% of its production capacity to long-term orders before 2031] "Science and Technology Innovation Board Daily" reported on the 1st that the AI ​​construction boom has triggered HBM demand, crowding out traditional DRAM supply and exacerbating memory shortages. Korean media reported that Samsung's memory business unit has allocated about 70% of its production capacity to long-term agreements (LTAs) before 2031. Its main contract customers include large technology companies such as Nvidia, Microsoft and Google. However, HBM's rush for goods is quite intense, and even these large technology companies are unable to obtain all the supplies agreed in the contract, causing the spot price to soar further. (Seoul Economic Daily)