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