🛸 CASE FILE #320
AI'S NEXT BIG WINNERS COULD BE MEMORY CHIPMAKERS.
Alibaba, Tencent and ByteDance are reportedly seeking 10-YEAR memory chip deals with Samsung and SK Hynix through 2035.
TrendForce projects DRAM and NAND could account for 68% of major cloud providers' capital spending in 2027, up from 47% in 2026.
The bigger picture? AI giants are racing to secure supply, potentially giving memory chipmakers years of demand and stronger pricing power.
Could memory chips become AI's next major growth engine?
AI'S NEXT BIG WINNERS COULD BE MEMORY CHIPMAKERS.
Alibaba, Tencent and ByteDance are reportedly seeking 10-YEAR memory chip deals with Samsung and SK Hynix through 2035.
TrendForce projects DRAM and NAND could account for 68% of major cloud providers' capital spending in 2027, up from 47% in 2026.
The bigger picture? AI giants are racing to secure supply, potentially giving memory chipmakers years of demand and stronger pricing power.
Could memory chips become AI's next major growth engine?
