The shift from model training to Agentic AI is driving a structural expansion in memory demand. TrendForce has revised its memory market forecast upward to reflect this:

• DRAM: $618.7B in 2026 (+303% YoY), expanding to $903.3B in 2027 (+46% YoY)

• NAND: $270.6B in 2026 (+280.7% YoY), projected to reach $379.4B in 2027 (+40.2% YoY)

Within NAND, the opportunity is becoming increasingly differentiated. As HBM remains too costly for broad deployment and HDDs fall short on both speed and power efficiency, high-performance NAND solutions are emerging as key growth drivers across AI inference, training, and agentic workloads.

More memory market analysis is on the way. Stay tuned.

Read the full press release → pse.is/95u4us