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中文(ZH) 机构:Agentic AI刺激存储器需求扩张,预估2027年全球存储器产值将扩大至1.28万亿美元

AI drives memory market to $1.28T by 2027

The global memory market is projected to surge to over $1.28 trillion by 2027, a significant increase from previous estimates. This growth is driven by the shift from AI model training to agentic AI applications, which are increasing demand and prices for memory components. Companies like Jiahe Intelligence are investing in upstream chip solution providers to support their product development. AI

IMPACT Accelerates demand for memory infrastructure, impacting hardware development and pricing.

RANK_REASON Significant market projection increase driven by AI trends. [lever_c_demoted from significant: ic=1 ai=0.7]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Agency: Agentic AI Stimulates Storage Demand Expansion, Global Storage Output Value Expected to Expand to $1.28 Trillion by 2027

    36氪获悉,根据TrendForce集邦咨询最新存储器产业研究,AI发展从大型模型训练转向以推理为核心的Agentic AI(代理式AI)应用,驱动存储器需求结构性扩张,由于供给缺口短期无法补足,推升价格上涨。因此,TrendForce集邦咨询大幅上调全球存储器产值预估,将2026年产值从前一版的5,516亿美元提高至8,893亿美元,2027年则预计由8,427亿美元上修至逾1.28万亿美元,年增率约44%。