Organization: Capital expenditure in the storage industry in 2026 remains conservative, limited by output growth.

According to a survey conducted by TrendForce, as the average selling price of memory continues to rise, suppliers' profits have also increased. Capital expenditures for DRAM and NAND Flash will continue to rise, but the driving force for bit output growth in 2026 will be limited. The focus of investment in the DRAM and NAND Flash industries is gradually shifting from simply expanding capacity to upgrading process technology, high-layer stacking, hybrid bonding, and high-value-added products such as HBM.