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Institution: Memory Industry’s Capital Spending in 2026 to Stay Cautious, Providing Only Marginal Support for Bit Output Expansion
1 week ago /
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Author：小编
Based on an institutional survey, the average selling price (ASP) of memory products has climbed, thereby boosting suppliers’ profit margins. Although subsequent capital expenditures on DRAM and NAND Flash are projected to keep rising, their impact on driving bit output growth will be relatively modest in 2026. This is because the industry’s investment emphasis is shifting away from merely expanding capacity toward developing high-end offerings, such as upgrading process technologies.
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