StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
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TrendForce expects DRAM and NAND to account for 68% of major CSP capex in 2027, up from 47% in 2026.
CSPs may have to spend more to preserve AI chip volumes, or reduce memory per system.
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