Global Memory Chip Market Set to Quadruple This Year on AI Boom
Quick Look
- The global memory chip market is projected to more than quadruple to 1,500 trillion won ($975 billion) by 2026, driven by AI infrastructure investments.
- Server memory products are key, accounting for 56% of revenue this year.
AI-generated summary
Why It Matters
The global memory chip market is experiencing significant growth, projected to more than quadruple by 2026 due to increased investment in AI infrastructure.
SEOUL, June 19 (Yonhap) -- The global memory chip market is expected to more than quadruple this year from a year earlier, driven by growing investment in artificial intelligence (AI) infrastructure, industry data showed Friday.
The global memory market is projected to reach 1,500 trillion won (US$975 billion) in 2026, up 4.2 times from 360 trillion won recorded last year, according to data from industry tracker Counterpoint Research.
The sharp growth is attributed to surging demand for server memory products, including dynamic random-access memory (DRAM) and NAND flash memory, as tech companies, particularly in North America, ramp up investments in AI infrastructure.
Server memory products are expected to account for 56 percent of total memory revenue this year, up from 37 percent in 2025, surpassing the halfway mark for the first time.
Counterpoint Research said the structural shift toward server-oriented memory products has become a key driver of growth in the memory market.
The research firm added that widening supply-demand imbalances stemming from strong server memory demand are pushing memory prices higher, with the upward trend expected to continue through the first half of next year.
What to Watch
AI outlook — possibilities, not facts
Memory prices will continue to rise through the first half of next year.
Likely · Within months
Open Questions
- Will supply keep up with demand?
- What specific AI applications are driving this most?
- Are there geopolitical risks to supply chains?
