干货分享 | MTS2026 TrendForce存储产业趋势研讨会解码未来图景

Core Insights - The article discusses the trends and predictions for the semiconductor and storage industries, emphasizing the impact of AI on market dynamics and technology advancements [4][10][17]. Group 1: AI and Semiconductor Industry Trends - The wafer foundry industry is expected to grow by 19% in revenue in 2026, with AI-related demand driving advanced process markets to a remarkable 28% growth [10]. - TSMC has begun production using 2nm technology and plans to advance to 1nm processes, indicating a significant technological shift in the semiconductor sector [10]. - The demand for AI chips is expected to surge, with major cloud providers launching their own AI chips, highlighting the competitive landscape in the semiconductor market [10]. Group 2: AR Glasses and AI Integration - AI and AR glasses are forming a symbiotic relationship, enhancing user interaction and accelerating data accumulation for large language models [12]. - The global shipment of AR glasses is projected to exceed 10 million units by 2030, driven by major brands like Google and Apple entering the market [13]. - China plays a crucial role in the AR glasses market, with significant contributions in manufacturing and supply chain integration [14]. Group 3: Memory Market Dynamics - AI servers and general servers are driving a new super cycle in the memory market, with AI applications expected to account for 66% of DRAM capacity by 2026 [17]. - The DRAM market is anticipated to face severe shortages, with prices expected to rise significantly, leading to a projected 56% increase in DRAM revenue in 2026 [17]. - The competition for limited DRAM capacity is intensifying, particularly as AI server demands begin to outstrip supply for consumer devices [17]. Group 4: Server Market Outlook - Global server shipments are expected to grow by over 9% in 2026, with AI servers leading this growth at over 20% [20]. - The competition in the AI server market is intensifying, with major players like NVIDIA and AMD dominating the GPU AI market while Chinese companies pursue self-developed ASIC solutions [20]. Group 5: Power Semiconductor Transformation - The demand for power semiconductors is shifting due to AI, with SiC and GaN technologies becoming critical for high-voltage power supply architectures [22]. - SiC technology is establishing a leadership position in high-voltage applications, while GaN is entering a rapid growth phase across multiple applications, including AI data centers [22][24]. Group 6: NAND Flash Market Innovations - The AI boom is creating storage bottlenecks, leading to a shift towards high-density QLC eSSD due to limited supply in traditional HDD markets [27]. - New NAND Flash technologies are emerging, such as HBF and AI SSD, which aim to enhance performance and address storage challenges in AI applications [27]. - The NAND Flash industry is expected to thrive amid ongoing supply shortages, with innovations reshaping its value proposition [27].