Memory Market Set to Eclipse Semiconductor Revenue
💡Memory—not GPUs alone—could become the biggest constraint and cost driver for AI infrastructure through 2027.
⚡ 30-Second TL;DR
What Changed
2026 memory revenue is forecast at $837.3 billion, versus $809 billion for total semiconductor revenue in 2025.
Why It Matters
The forecast signals that AI infrastructure demand is shifting memory from a supporting component into the primary semiconductor growth engine. AI builders may face greater exposure to DRAM, NAND, and accelerator-memory availability and pricing.
What To Do Next
Update your 2026 AI infrastructure budget model with separate DRAM, NAND, and accelerator-memory supply and price sensitivity scenarios.
Key Points
- •2026 memory revenue is forecast at $837.3 billion, versus $809 billion for total semiconductor revenue in 2025.
- •DRAM and NAND are expected to grow 246.6% and 371.9%, respectively, in 2026.
- •Memory's share of semiconductor revenue may rise from 27% to 54%.
- •Total semiconductor revenue is projected to reach $1.5552 trillion in 2026 and approach $2 trillion in 2027.
- •AI data center infrastructure could account for more than 53% of industry revenue by 2030.
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Original source: IT之家 ↗
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