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Institution: Capital Expenditure in the Memory Industry Remains Conservative in 2026, Offering Limited Support for Bit Output Growth
1 week ago /
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Author：小编
According to a survey by TrendForce, the average selling price of memory continues to rise, leading to increased profits for suppliers. Subsequent capital expenditures for DRAM and NAND Flash will continue to increase, but their driving effect on bit output growth in 2026 will be limited. Currently, the investment focus in the DRAM and NAND Flash industries is shifting from capacity expansion to process technology upgrades, high-layer stacking, hybrid bonding, and high-value-added products such as HBM.
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