Memory will consume 30% of hyperscaler data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm

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SemiAnalysis estimates that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026, up from approximately 8% in CY23 and CY24. The firm projects that share will climb further in CY27, representing a near four-fold shift in just four years as DRAM prices surge beyond imagination and HBM remains massively undersupplied.

SemiAnalysis expects DRAM prices to more than double in CY26, with another double-digit ASP increase in CY27. LPDDR5 contract pricing has already risen more…



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Memory will consume 30% of hyperscaler data center spending this year, a 4X increase over 2023 — Nvidia gets preferential supply terms well below standard market rates, says analyst firm


SemiAnalysis estimates that memory will account for roughly 30% of total hyperscaler capex in calendar year 2026, up from approximately 8% in CY23 and CY24. The firm projects that share will climb further in CY27, representing a near four-fold shift in just four years as DRAM prices surge beyond imagination and HBM remains massively undersupplied.

SemiAnalysis expects DRAM prices to more than double in CY26, with another double-digit ASP increase in CY27. LPDDR5 contract pricing has already risen more…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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