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TrendForce Forecasts $1.28 Trillion Global Memory Market by 2027 as Agentic AI Drives Demand

aiai-infrastructureai-compute-chipsai-sector-impact 3 posts · 3 accounts

TrendForce forecasts the global memory market will reach $1.28 trillion by 2027 as agentic AI drives a structural expansion in memory demand. It expects global DRAM market revenue to grow 303% year over year in 2026 and 46% in 2027, while global NAND flash market revenue rises 208.7% in 2026 and 40.2% in 2027.

The outlook points to a sharp acceleration in memory-market revenue tied to agentic AI. Growth is expected to be strongest in 2026 before moderating in 2027, though TrendForce still sees both DRAM and NAND flash revenue expanding into the following year.

From the sources (3 posts)

@jukan05

TrendForce: Thanks to agentic AI, global DRAM market revenue is expected to grow 303% YoY in 2026 and 46% YoY in 2027. Likewise, global NAND flash market revenue is expected to grow 208.7% in 2026 and 40.2% in 2027.

@zephyr_z9

RT @jukan05: TrendForce: Thanks to agentic AI, global DRAM market revenue is expected to grow 303% YoY in 2026 and 46% YoY in 2027. Likewi…

@techpowerup

[PR] Agentic AI Drives Structural Expansion in Memory Demand, Global Memory Market Projected to Reach US$1.28 Trillion by 2027

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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