Paradis - TrendForce: memory chips to hit 68% of cloud-provider capex in 2027

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Paradis - TrendForce: memory chips to hit 68% of cloud-provider capex in 2027

TrendForce now models DRAM and NAND rising from under half of hyperscaler spending in 2026 to more than two-thirds in 2027 — the poster notes even his own earlier estimate (~50%) undershot it. A concrete, sourced number for how fast memory is eating the AI-infrastructure budget.

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Sep 2

TrendForce: DRAM and NAND Flash to account for 47% of Cloud Service Providers' total CapEx in 2026. In 2027, this is forecasted to rise to 68% due to rising memory contract prices and higher bit demand. Earlier this year, I thought that memory would account for ~50% of 2027

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TrendForce now models DRAM and NAND rising from under half of hyperscaler spending in 2026 to more than two-thirds in 2027 — the poster notes even his own earlier estimate (~50%) undershot it. A concrete, sourced number for how fast memory is eating the AI-infrastructure budget.

7 events
DateTypeEvent
Sep 1 tweetHBM shortage reportedly forces a Rubin Ultra spec cut — the memory trade has a bearish edge Sep 6 ArticleSK hynix: memory pricing and supply plans Aug 26 ArticleThe AI Buildout Is Paying the Ecosystem, Not NVIDIA Aug 26 Market SignalThe AI Money Went Into the Ecosystem, Not Into Nvidia Sep 10 tweetTerry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short Aug 22 tweetThe Kobeissi Letter — South Korea's chip trade surplus hit a record ~$35B in June, more than tripling in 12 months Aug 22 tweetSemiAnalysis — 3D NAND is switching word lines from tungsten to molybdenum above ~300 layers

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