Analysisdram3d nandmemory marketfoundry
Memory Makers Capture AI Supercycle Profits
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8.6
TrendForce projects that memory makers will capture the largest profits from the AI supercycle, driven by surging DRAM and 3D NAND prices in 2024–2026. Spot DRAM prices rose from about $4.75 per 16 Gb DDR5 chip a year ago to an average $38 (daily high $53), and TrendForce forecasts memory revenue growth of 80% in 2024, 46% in 2025, and 134% in 2026. This shifts industry margins toward commodity memory vendors.
Scoring Rationale
High industry relevance and actionable procurement insights, limited by single-source analyst projections and moderate depth.
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