P Equity Research 📰(@pequityresearch):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

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P Equity Research 📰@pequityresearch

2026.11.01 19:05

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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