P Equity Research 📰(@pequityresearch):Breakdown of the memory spend for hyperscalers. UBS projects DDR spend of $190.6 billion in 2026 and then $448.9 billion in 2027, an increase of ~135%. Total memory spend to increase by 127% in 2027. $MU $DRAM $EWY

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P Equity Research 📰@pequityresearch

2026.08.01 23:54

Breakdown of the memory spend for hyperscalers. UBS projects DDR spend of $190.6 billion in 2026 and then $448.9 billion in 2027, an increase of ~135%. Total memory spend to increase by 127% in 2027. $MU $DRAM $EWY