Samsung Stock Gains as Nvidia, Microsoft and Google Lock In 70% of Memory Capacity

• Samsung stock rose 1.17% to ₩260,000, as investors weighed stronger AI-memory demand
• Nvidia, Microsoft and Google are reportedly locking in around 70% of Samsung’s memory capacity through 2031
• HBM3E spot prices are up to 5x contract prices, highlighting just how tight AI memory supply has become

Samsung stock is getting another lift from the part of the memory part of the AI boom. Samsung Electronics shares climbed on Monday as investors weighed reports that some of the world’s biggest technology companies are moving early to secure supply. Nvidia, Microsoft and Google are reportedly taking a large share of Samsung’s future memory output. This points to how much pressure AI infrastructure is putting on the chip supply chain.

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Samsung Stock Gets an AI Boost From Nvidia, Microsoft and Google

Samsung Electronics shares closed at ₩260,000 on August 31, gaining 1.17% during the session.

Samsung’s memory business is reportedly allocating around 70% of its production capacity through 2031 to long-term supply agreements, according to industry sources cited by Seoul Economic Daily. Nvidia, Microsoft and Google are among the major customers involved.

This kind of commitment matters because the market is already dealing with tight supplies of high-bandwidth memory, or HBM, which is used alongside AI accelerators.

The squeeze is showing up in pricing. HBM3E spot prices are reportedly running four to five times above long-term contract prices, as customers try to secure additional supply ahead of future capacity coming online.

Samsung is in a better position to benefit from that environment than it was earlier in the AI cycle. The company said its Memory Business posted record quarterly revenue and operating profit in the second quarter, helped by strong server demand and higher memory prices. Samsung also said supply constraints are expected to continue as AI infrastructure spending keeps demand for HBM, server DRAM and enterprise SSDs elevated.

The company has been pushing deeper into next-generation AI memory as well. Samsung began shipping 12-layer HBM4E samples to major customers in May, following its earlier HBM4 ramp-up.

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Nvidia and Big Tech Are Locking Up Samsung’s Memory

There is a broader reason for the urgency. Nvidia recently projected roughly 70% revenue growth for its next fiscal year and said memory shortages and higher component costs are already affecting margins.

For Samsung stock, that creates an interesting setup. AI demand is increasingly turning into a race for the memory needed to support it, and Samsung appears to have a growing portion of that future demand already spoken for.

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