Analysisdram3d nandmemory marketfoundry
Memory Makers Capture AI Supercycle Profits
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.
Key Points
- 1Project memory revenue to rise 80% in 2024, 46% in 2025, and 134% in 2026
- 2Explain commodity spot markets and hyperscaler/CSP demand cause rapid DRAM and 3D NAND price spikes
- 3Advise practitioners to expect constrained HBM/DRAM supply, higher costs, and procurement planning urgency
Scoring Rationale
High industry relevance and actionable procurement insights, limited by single-source analyst projections and moderate depth.
Sources
Public references used for this report.
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