Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion

Siu Han, Taipei

May 6, 2026, 11:52 0

Credit: DIGITIMES

Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers to secure long-term agreements, or LTAs, three to five years in...

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