---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000940751.md"
description: "$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."
datetime: "2026-10-15T20:05:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000940751.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000940751.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000940751.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# $Alphabet(GOOGL.US) is now discussing deals to ext…


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