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According to TrendForce Jibang Consulting's latest memory industry research, demand for memory will still be dominated by AI applications in 2027. As DRAM continues to crowd out production capacity and strong demand for AI servers, the memory used in CPUs and HBM procurement momentum continues to increase, and the market maintains a tight supply pattern, and the price trend is strong. With NAND Flash's concentrated release of new production capacity and continued weakening of terminal consumer demand, supply will tend to ease in the second half of 2027, and prices may face corrective pressure.

Zhitongcaijing·07/30/2026 06:49:04
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According to TrendForce Jibang Consulting's latest memory industry research, demand for memory will still be dominated by AI applications in 2027. As DRAM continues to crowd out production capacity and strong demand for AI servers, the memory used in CPUs and HBM procurement momentum continues to increase, and the market maintains a tight supply pattern, and the price trend is strong. With NAND Flash's concentrated release of new production capacity and continued weakening of terminal consumer demand, supply will tend to ease in the second half of 2027, and prices may face corrective pressure.