Gartner Forecasts 2026 Memory Market Size to Exceed 2025 Total Semiconductor Revenue
Bubble signal: +1 · Overheating evidenceRelevance 75Chips & ComputeGlobal
Source: IT Home · Published 2026-08-25
Summary
Gartner forecasts the memory market will reach $837.3 billion in 2026, surpassing the total semiconductor revenue of $809 billion in 2025, a year-over-year increase of 280.4%. Memory's share of semiconductor revenue will double from 27% to 54%, a trend expected to continue through at least 2027. Global semiconductor revenue is projected to hit $1.5552 trillion in 2026, up 92% year-over-year, and grow another 24.7% in 2027.
Bubble analysis
The memory market surging 280% in a year, far outpacing overall semiconductor revenue growth, shows AI-driven chip demand is inflating rapidly, potentially leading to oversupply and overheated investment, which is key evidence for the bubble thesis.
#semiconductor#memory#gartner#ai-datacenter
Read original ↗Related signals
linked by shared tags
- In Less Than Two and a Half Years: Intel Surpasses One Million High-NA EUV Wafers, Exceeding All Other Manufacturers Combined#semiconductor
- Sources: Samsung Allocates Over Half of Its 4nm Capacity to HBM4 Chips#memory
- Futures Drop As Iran Hostilities Send Brent To 6 Week High Above $97#semiconductor
- CXMT Announces LPDDR6 Mass Production, Debuting in Xiaomi 18 Fold#memory
- Samsung Reportedly to Devote Half of Its 4nm Capacity to HBM4 Base Die Production#memory