Partial storage factory capacity discussions have already been extended to supply through 2030.

The supply chain pointed out that the long-term supply contracts signed by major storage manufacturers such as Winbond and NAND Flash are mostly based on the model of "locking in quantity but not price", with the timeframe extended from one year to at least two years, with some major customers even discussing long-term cooperation frameworks that extend close to the year 2030. In the past, the long-term contract models signed between storage manufacturers and major customers were mostly based on "locking in both price and quantity". Currently, the mainstream model of "locking in quantity but not price" focuses on ensuring production capacity priority and shipment stability, while allowing prices to fluctuate with the market and retaining flexibility in pricing. Industry insiders point out that this model provides the lowest profit guarantee and production capacity utilization stability for suppliers, but under the premise of not locking in price, profit margins are also capped, resulting in a situation where "you won't lose money, but won't make big profits either".