The evolution of artificial intelligence (AI) is now pivoting towards Agentic AI systems that emphasize reasoning capabilities. This pivotal shift is fueling a structural surge in memory demand. Given the challenges in swiftly bridging the supply-demand gap, memory prices are experiencing upward pressure. As a result, forecasts for the global memory production value have undergone a substantial upward revision. It is now projected to climb from US$551.6 billion to US$889.3 billion by 2026, and further escalate to surpass US$1.28 trillion by 2027, embodying an impressive annual growth rate of approximately 44%.
