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报告:超大规模云商资本支出中内存占比2027年将达50%

Memory’s share of hyperscaler capex expected to nearly hit 50% by 2027, per SemiAnalysis and CLSA

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Rising memory capex could reshape tech investment strategies, impacting hyperscalers' financial planning and semiconductor market dynamics. The post Memory’s share of hyperscaler capex expected to nearly hit 50% by 2027, per SemiAnalysis and CLSA appeared first on Crypto Briefing.

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