SK hynix: Global CSP CapEx to grow 60%+ YoY, AI DC infra market at 40% CAGR through 2030
firstadopter · x · 2026-10-28
SK hynix market outlook materials (shared by firstadopter) highlight AI infrastructure momentum:
- Global CSP CapEx up 60%+ YoY, with secured power capacity 100%+ for 2027
- Global AI datacenter infra market to expand at 40% CAGR through 2030
- Memory demand expected to outpace supply through 2030, constrained by leading-edge process complexity and fab lead times
- 2027 achievable demand: DRAM +mid-20% YoY, NAND +high-teen% YoY
- Company Q4 plan: DRAM sales up mid-20% QoQ (1c nm and M15X ramp), NAND up mid-single% QoQ including Solidigm's 321L-based eSSD
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