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Morningstar: Capital Expenditures of Leading Memory Chip Manufacturers May Further Increase in 2026 and 2027
1 day ago /
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Author：小编
On June 23, Morningstar analyst Phelix Lee pointed out in a report that capital expenditures of leading memory chip manufacturers are expected to further increase this year and next year. This growth primarily stems from newly signed long-term supply agreements with customers. The terms of these agreements help stabilize profit margins, and customers have undertaken significant financial commitments. Consequently, memory chip production capacity is likely to experience robust growth, particularly in the DRAM and HBM sectors.
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