citi: We forecast global memory Capex to increase +46.5% YoY to $80.4 billion in 2027E, accelerating from +39.5% YoY growth to $54.9 billion in 2026E, as memory

citi: We forecast global memory Capex to increase +46.5% YoY to $80.4 billion in 2027E, accelerating from +39.5% YoY growth to $54.9 billion in 2026E, as memory suppliers respond to structurally stronger AI-driven demand. Read-through for AMAT: Citi building capacity = incremental tool/equipment dem…