AI Continues to Drive Demand For Memory Solutions
TechInsights 5 Expectations for the Memory Market in 2025
By 2025, the memory markets are expected to be significantly shaped by advancements in artificial intelligence (AI). First, AI-driven applications are fueling a 70% year-over-year growth in high-bandwidth memory (HBM), reshaping the DRAM market. Second, AI is boosting demand for high-capacity SSDs, driving increased QLC adoption and over 30% datacenter NAND growth by 2025. Third, AI-driven demand is shifting capex towards DRAM, especially HBM, while NAND investment slows, potentially leading to future supply challenges. Fourth, Edge AI will begin emerging in 2025, with its market impact and memory demand growth expected to take hold by 2026. Lastly, AI-focused datacenters are delaying traditional server refresh cycles, potentially causing a future surge in DRAM and NAND demand.
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