Chinese memory module maker Biwin has signed a two-year agreement worth US$1.86 billion to secure flash memory chips, a deal larger than its annual revenue, as demand from artificial intelligence servers and data centres squeezes supply.Under the locked-volume, locked-price arrangement, Biwin would buy enterprise-grade chips in batches from the third quarter of 2026 through the second quarter of 2028, according to a filing with the Shanghai Stock Exchange on Tuesday. The supplier was not disclosed, citing commercial confidentiality.The company said the contract would “secure medium- to long-term capacity and delivery schedules for memory chips, reducing the risk of supply disruption caused by market fluctuations”.
SRCSouth China Morning Post
LANGEN
LEANCenter-Right
WORDS104
ENT7
THU · 2026-06-11 · 10:00 GMTBRIEF NSR-2026-0611-83576
NSR-2026-0611-83576News Report·EN·Technology
To beat chip crunch, Chinese firm inks memory deal bigger than its sales
Chinese memory module maker Biwin has entered into a significant two-year agreement valued at $1.86 billion to secure flash memory chips. This deal, which exceeds the company's annual revenue, aims to mitigate supply chain risks driven by high demand from AI servers and data centers.
Howard LiuSouth China Morning PostFiled 2026-06-11 · 10:00 GMTLean · Center-RightRead · 1 min
South China Morning PostFIG 01
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1min
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104words
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1cited
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7entities
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Briefing Summary
AI-generatedNEWSAR · AI
Chinese memory module maker Biwin has entered into a significant two-year agreement valued at $1.86 billion to secure flash memory chips. This deal, which exceeds the company's annual revenue, aims to mitigate supply chain risks driven by high demand from AI servers and data centers. The arrangement, effective from the third quarter of 2026 through the second quarter of 2028, involves locked volumes and prices for enterprise-grade chips. Biwin stated the contract will ensure medium- to long-term capacity and delivery schedules, reducing vulnerability to market fluctuations. The supplier's identity was not disclosed due to commercial confidentiality.
Confidence 0.85Sources 1Claims 5Entities 7
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Article analysis
Model · rule-basedFraming
Technology
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0.90 / 1.00
Factual
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Sources cited
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Key claims
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Demand from artificial intelligence servers and data centres is squeezing chip supply.
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The contract aims to secure medium- to long-term capacity and delivery schedules for memory chips.
quoteBiwin
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The agreement is a locked-volume, locked-price arrangement for enterprise-grade chips.
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The deal is larger than Biwin's annual revenue.
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Chinese memory module maker Biwin signed a two-year agreement worth US$1.86 billion to secure flash memory chips.
statisticBiwin
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Full report
1 min read · 104 words§ 05
Entities
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Keywords & salience
9 termsmemory chips
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chip crunch
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supply chain
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artificial intelligence servers
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data centres
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biwin
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supply disruption
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market fluctuations
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enterprise-grade chips
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