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参加 April 2023
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Nomura: Data center memory and storage demand continues to heavily outpace supply growth (constrained at 20–25% in 2026F–2027F). Demand growth for eSSDs will moderate to 50–60% in 2027F (from 110% in 2026F), while Server DRAM holds steady at 70% growth in both 2026F and 2027F. HBM demand is projected to grow 50% in 2026F and 50–60% in 2027F.
$MU $DRAM $SNDK $EWY $SKHY
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