Gartner forecasts memory semiconductor revenue to reach $837.3 billion by 2026, representing 54% of the projected $1.555 trillion global semiconductor market. DRAM revenue is expected to surge 246.6% year-over-year in 2026, while NAND flash memory would grow by 371.9%, driven by AI data centers insatiable demand for high-bandwidth memory. SK hynix leads the HBM market with 56.4% market share, while Samsung dominates global DRAM production and Micron rounds out the trio as the only major US-based player in the space. Nvidia’s memory procurement commitments surged from $119 billion to $279 billion in a single quarter, with payments scheduled through 2029, creating unprecedented supply chain risk. Analysts however warn that memory markets historical boom-bust cycles remain an intrinsic feature of the sector despite the unprecedented scale of AI-driven demand.
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