集邦咨询：预估2026年存储器市场产值达5516亿美元 2027年有望再创新高

Group 1 - The core viewpoint of the articles highlights that AI innovation is driving structural changes in the market, leading to increased demand for both DRAM and NAND Flash products as essential components for AI infrastructure [1][4] - The overall memory industry is expected to reach a value of $551.6 billion by 2026 and further peak at $842.7 billion in 2027, representing a year-on-year growth of 53% [1] - In the DRAM sector, the market value is projected to reach $165.7 billion in 2025, a significant increase of 73% compared to the previous year, driven by heightened demand from cloud service providers [3] Group 2 - The demand for DRAM is expected to see a substantial increase, with a projected annual growth value of $404.3 billion in 2025, reflecting a year-on-year growth rate of 144% [4] - In the NAND Flash market, the value is anticipated to grow to $147.3 billion by 2026, with a year-on-year growth rate of 112%, driven by the increasing need for high IOPS enterprise SSDs [5] - The supply constraints in the memory market are expected to persist, giving suppliers significant pricing power, with contract prices for both DRAM and NAND Flash anticipated to continue rising until 2027 [5]