TrendForce report: Capital expenditures in the storage industry in 2026 are still conservative, limited by the growth of bit output.

Wisdom Financial APP learned that, according to a survey by TrendForce, as the average selling price (ASP) of memory continues to rise, suppliers are also seeing increased profits. The capital expenditure for DRAM and NAND Flash will continue to increase, but the support 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.