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Analyst: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge

  • Digitimes faviconDigitimes

    By Jingyue HsiaoAug 21, 2026, 2:24 am249 ptsTop
    photo of Analyst: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge imageThe global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES, the three largest upstream memory chip makers are headed for a more than threefold jump in combined DRAM and NAND revenue in…
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