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The advent of AI innovation has brought about structural transformations in the market, sparking a significant uptick in the demand for data access. Consequently, DRAM and NAND Flash have emerged as crucial memory components. Serving as a core resource within AI infrastructure, memory has now become a central arena of competition among Cloud Service Providers (CSPs). With production capacity constrained, the allocation of memory demand has intensified, subsequently driving up prices. As a result, the output value of the memory industry has been on a steady upward trajectory year after year. Projections indicate that it will soar to US$551.6 billion in 2026 and scale a new pinnacle of US$842.7 billion in 2027, boasting an impressive annual growth rate of 53%.
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