Shift to inference to boost DRAM market 300% this year

TrendForce has increased its 2026 memory market estimate from $551.6bn to $889.3bn.

The 2027 forecast has been revised upward from $842.7bn to more than $1.28tn, representing annual growth of approximately 44%.

TrendForce has raised its 2026 DRAM market forecast to $618.7bn — representing annual growth of 303% — while 2027 revenue is projected to further expand to $903.3bn, up 46% y-o-y.

NAND  2026 growth is projected to reach 79%. The underlying driver is Agentic AI. From SCM SSDs and HBF to SLC/pSLC SSDs, a wide range of high-performance SSD technologies are rapidly penetrating AI inference, training and agentic workloads.

TrendForce has revised its 2026 global market forecast for NAND flash upward to $270.6bn, representing annual growth of 280.7%.

The 2027 market is projected to further expand to nearly $379.4bn as it maintains a strong annual growth of 40.2%.

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