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(PR) Memory Prices Soar; DRAM and NAND Flash to Account for 68% of Major CSP CapEx in 2027

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(PR) Memory Prices Soar; DRAM and NAND Flash to Account for 68% of Major CSP CapEx in 2027
Key Takeaway

TrendForce research details steep memory price increases: server DRAM contract prices jumped 64% in 2H25 and may climb about 270% in 2026; enterprise SSD prices rose roughly 35% in 2H25 and could surge 235% in 2026. Major CSPs are accelerating AI infrastructure spending, pushing memory's share of total CapEx to 68% by 2027.

AI Summary & Analysis
TrendForce projects DRAM and NAND Flash will account for 68% of major cloud providers' CapEx in 2027 as memory prices climb sharply.
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