Ray Wong predicts Samsung, SK Hynix, and Micron will continue increasing CapEx in 2027 to expand DRAM and HBM capacity.
“And then all those move, you are already seeing some sign of that. And another another sign you are seeing is the CapEx. Right? Both the Hynix, Samsung, and Micron, their direct CapEx has actually increased price significant this year, and expect similar trend in 2027 given I think, you know, they're gonna probably, you know, try to expand more capacity and invest more in both HBM as well as equipments that goes to events equipment.”
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disputableSamsung, SK Hynix, and Micron report increased CapEx spending in 2027 compared to 2026.
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