AI demand absorbs wafer capacity, crushing budget PC segment
The demand for memory in the global market is experiencing significant growth driven by Agentic AI applications. TrendForce has revised its forecasts, projecting the memory market to reach $1.28 trillion by 2027. This surge in demand is impacting pricing and capacity, particularly in DRAM and NAND flash sectors.
- ▪The global memory market is projected to reach $1.28 trillion by 2027, up from previous estimates.
- ▪DRAM demand is expected to grow significantly, with a forecasted revenue of $618.7 billion in 2026.
- ▪NAND flash pricing remains strong due to high demand and limited supply, with a projected market of $270.6 billion in 2026.
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Agentic AI Drives Structural Expansion in Memory Demand, Global Memory Market Projected to Reach US$1.28 Trillion by 2027, Says TrendForce 29 May 2026 Semiconductors TrendForce The shift in AI development from large-scale model training toward inference-centric Agentic AI applications is driving a structural expansion in memory demand, according to TrendForce's latest findings on the memory industry. With the resulting supply deficit unlikely to be resolved in the short term, prices are set to rise further. TrendForce has therefore significantly raised its global memory market forecasts, increasing its 2026 estimate from US$551.6 billion in the previous report to $889.3 billion.
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