“According to recent estimates from market research firms, global CSP CapEx is projected to grow by more than 60% in 2027, while secured power capacity is also expected to increase by over 100% year over year.”
Said Oct 28, 2026Deadline Dec 31, 2027SK hynix Q3 2026 earnings call and earnings presentation, October 28, 2026
SK hynix cited the forecast as the basis for expecting 2027 DRAM demand bit growth in the mid-20% range and a significant increase in its own 2027 capital spending.