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AI drives massive growth in storage and memory markets, FMS conference reveals

By PulseAugur Editorial · [1 sources] ·

The 2026 Future of Memory and Storage (FMS) conference highlighted significant growth in the storage and memory market, largely driven by AI. Analysts from Trendforce and Yole presented projections indicating substantial increases in DRAM and NAND bit growth through 2028, with AI applications like generative AI and agentic workloads fueling demand. HBM, in particular, is experiencing rapid shipment growth, with SK hynix and Nvidia being key players in this segment. The conference also touched upon the substantial investments being made in AI-optimized data centers, with projections reaching trillions of dollars by 2030. AI

IMPACT AI continues to be the primary driver of demand and investment in the memory and storage sectors, necessitating significant expansion of data center infrastructure.

RANK_REASON Article discusses market trends and analyst projections based on a conference, rather than announcing a new product or research.

Read on Forbes — Innovation →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

AI drives massive growth in storage and memory markets, FMS conference reveals

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Commentary
Article discusses market trends and analyst projections based on a conference, rather than announcing a new product or research.
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Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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infra, product
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AI-industry relevance
High
Clearly on-topic for AI-industry coverage.
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53 days old
Aged out of breaking-news scoring windows; ranking reflects the durable signal from the full source set.

Full methodology in our editorial standards.

COVERAGE [1]

  1. Forbes — Innovation TIER_1 English(EN) · Thomas Coughlin, Contributor ·

    2026 FMS Shows Storage And Memory Market Continued Growth

    The 2026 FMS Conference highlighted the impact that AI is having on the price of common memory and storage technologies.

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