Organization: The memory market output is expected to reach a new peak in 2027, with an estimated annual growth rate of over 50%.

On January 22, according to the latest research from TrendForce, the innovation of AI is bringing about structural changes in the market, and the amount of data being accessed continues to expand. In addition to relying on high-bandwidth, high-capacity, and low-latency DRAM product configurations to support large model parameter access, long sequence inference, and multi-task parallel operations, NAND Flash is also a key foundational component for high-speed data flow. Therefore, memory has become an indispensable key resource in AI infrastructure, and it has become a battleground for CSPs. Under limited production capacity, more allocation must be achieved, driving prices continuously higher. This has led to the overall value of the memory industry reaching new highs year after year, with an estimated value of $551.6 billion in 2026, and reaching a new peak of $842.7 billion in 2027, a 53% increase annually.