Lates News

Under the tide of AI technology's large-scale application, the global storage industry is undergoing an unprecedented transformation. The demand for storage is not only pushed to new highs, but the global storage industry is also facing a structural, long-term severe shortage situation. The capacity competition and price trends in the memory market in 2026 will continue to be closely watched. Industry professionals have also issued warnings that storage chips have been upgraded from a "cost component" of AI deployment to a "strategic commodity". Structural shortages will drive the average price of DRAM to continue to rise in 2026, with output value surpassing the $300 billion mark for the first time. Wu Yating, Senior Research Vice President of TrendForce, pointed out that it is worth noting that, due to the strong financial strength of buyers, they tend to maintain higher inventory levels. This will result in actual purchasing volumes significantly exceeding the predicted values of 66% in 2026 and 70% in 2027, leading to further contraction of the distribution of DRAM available for consumer terminals such as PCs and smartphones. (China Business News)