SemiAnalysis Expects Nvidia Memory Spending Share to Exceed 40% by 2027

According to SemiAnalysis on X, memory spending in Nvidia systems is projected to surpass 30% of total capital expenditure by end of 2026 and exceed 40% by 2027. The analyst firm raised its forecast in May following faster-than-expected pricing increases in DRAM, NAND, and HBM components combined.
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