Biwin commits $1.86bn in multi-year NAND deal

The memory crisis has changed how companies and consumers approach storage and capacity, forcing manufacturers to lock in supplies years ahead. Biwin, which makes DRAM kits and SSDs but does not produce NAND flash, has had to buy large volumes of chips in advance to secure stock for its products.

Tom's Hardware says Biwin has signed a two-year agreement to pay $1.86 billion to an unnamed NAND supplier in return for a set volume of chips, with deliveries starting on June 30, 2026. The deal reportedly fixes both price and quantity, insulating Biwin from rising spot prices but exposing it to risk if prices fall.

That $1.86 billion figure represents more than half of Biwin's annual revenue, underscoring both the company's growth during the crisis and the scale of this commitment. Industry voices suggest the supply squeeze may ease as major manufacturers ramp production, and AMD executive David McAfee said he expects increases to take hold by the end of next year into 2028.

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