TrendForce has sharply raised its global memory market forecast. **2026产值 is now expected to reach 889.3billion∗∗(upfromaprior889.3billion∗∗(upfromaprior551.6B), and 2027产值 is projected to hit $1.28 trillion , a 44% year‑on‑year jump.

The upgrade is fueled by Agentic AI , which increases CPU‑driven memory demand. Next‑gen AI servers are shifting from a 1:8 CPU/GPU ratio to 1:4 (Nvidia NVL72 racks use 1:2), driving server DRAM procurement and contract prices higher. Meanwhile, HBM consumption of wafer capacity continues to squeeze general‑purpose DRAM supply, giving suppliers stronger pricing power.

For DRAM alone, TrendForce expects 618.7billionin2026(+303618.7billionin2026(+303903.3 billion in 2027 (+46%) .

ICgoodFind: AI‑driven structural shifts in CPU/GPU mix and HBM wafer allocation will keep memory tight and prices rising through 2027.