---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42851109.md"
description: "$Alphabet(GOOGL.US) Based on supply chain digital estimates, capex in 2027 will definitely be above 300B, with a high probability of 350B+$Roundhill Memory ETF(DRAM.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US)$Sandisk(SNDK.US)"
datetime: "2026-07-22T10:13:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42851109.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42851109.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42851109.md)
author: "[李涵悦李博思的交易员](https://longbridge.com/en/profiles/15221376.md)"
---

# $Alphabet(GOOGL.US) Based on supply chain digital …


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