---
title: "Kioxia says customers locking in supply for 2027 & 2028 . Memory contracts are normally 1 year. "
description: "Kioxia says customers locking in supply for 2027 & 2028 . Memory contracts are normally 1 year. Now they’re signing 3-4 year deals. This is not a cycle, this is structural demand from AI inference"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000470227.md"
published_at: "2026-02-13T07:42:13.000Z"
author: "[Dolphin fans](https://longbridge.com/en/profiles/22806310)"
---

# Kioxia says customers locking in supply for 2027 & 2028 . Memory contracts are normally 1 year. 

Kioxia says customers locking in supply for 2027 & 2028 . Memory contracts are normally 1 year. Now they’re signing 3-4 year deals. This is not a cycle, this is structural demand from AI inference. $Sandisk(SNDK.US) owns 50% of JV with Kioxia. Pricing power just got permanent. 🔒

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.