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

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According to TrendForce’s latest memory industry research, major global cloud service providers (CSPs) are accelerating AI infrastructure investment, with total CapEx projected to surge 98% YoY in 2026 and rise another 50% in 2027.

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Zhen Ding Reports Record 1H26 Revenue and Gross Margin on AI-Driven Growth

08/12/2026 | Zhen Ding Technology
Zhen Ding Technology Holding Limited, a global PCB manufacturer, announced its consolidated financial results for the second quarter and first half of 2026.

2027 Memory Market Sees Diverging DRAM, NAND Trends

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TrendForce’s latest research on the memory industry reveals that AI will remain the primary driver of memory demand in 2027. However, market dynamics are expected to diverge between DRAM and NAND Flash.

NAND Flash Supply Growth to Outpace Demand in 2027, Easing Supply Constraints in 2H27

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TrendForce’s monthly July NAND Flash update reveals that the NAND Flash market has remained undersupplied throughout 2026, driven by surging AI-related demand and limited capacity expansion.
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