TrendForce's latest research indicates that AI innovation is causing a fundamental shift in the memory market. As data access volumes continue to grow, AI systems depend more on high-bandwidth, high-capacity, low-latency DRAM to handle large-scale model parameters, long-sequence inference, and multi-task parallel processing. Additionally, NAND Flash has become essential for fast data transfer, making memory a key component in AI infrastructure and a strategic focus for CSPs.

Memory prices have continuously increased due to limited capacity and rising demand for allocations, pushing industry revenue to new record levels. TrendForce projects the memory market to be worth $551.6 billion in 2026 and to surge to a peak of $842.7 billion in 2027, reflecting a 53% YoY growth.