The AI Investor(@The_AI_Investor):SA estimated memory will take ~36% of Hyperscaler CapEx, driven by DRAM price increase. More than double in 2026, and another double digit ASP increase in 2027.

2026.05.18 07:01

SA estimated memory will take ~36% of Hyperscaler CapEx, driven by DRAM price increase. More than double in 2026, and another double digit ASP increase in 2027.

SemiAnalysis@SemiAnalysis_

2026.04.03 01:00

What's driving it: 🟠 DRAM prices are expected to more than double in CY26, with another double-digit ASP increase in CY27 🟠 LPDDR5 contract pricing up over 3x since 1Q25. Price likely exceeds $10/GB in 1Q26 on the open market 🟠 HBM remains structurally undersupplied through CY27. AI-based servers already see significant % BOM costs from HBM, before price hikes 🟠 We know B200 server prices are going up 15–20% by year-end Memory is a massive % of the $250B in incremental hyperscaler spend this calendar year. (2/4)

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