The global memory chip market could reach about $975 billion in 2026, a 4.2-fold increase from its level recorded in 2025.
Industry data published on June 19 show that the global memory chip market is expected to more than quadruple this year compared with 2025, driven by a strong wave of investments in artificial intelligence (AI) infrastructure.
According to a report by market research firm Counterpoint Research, the global memory chip market could reach approximately $975 billion in 2026, i.e., a 4.2-fold increase from its level recorded in 2025.
This meteoric growth is mainly due to strong demand for server memory products, notably dynamic random-access memory (DRAM) and NAND flash memory. This sustained demand is explained by the acceleration of investments by technology companies, particularly in North America, in AI infrastructure.
Note that server memory chips are expected to account for up to 56% of the sector’s total revenue this year, a sharp increase from 37% in 2025. This is the first time that this segment has surpassed half of the market’s total revenue.
According to Counterpoint Research, the evolution of the product mix toward server systems has become the main growth driver for the memory chip market.
The research firm also noted that excessive demand is widening the supply-demand imbalance, thereby pushing up memory chip prices. This upward trend is expected to continue until the end of the first half of 2027.
