MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Daily insights from | Not affiliated with any brand
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Server DRAM demand is about to explode.
Between 2025 and 2030, it’s projected to grow nearly 6x at a 43% CAGR.
While PCs, laptops, and tablets stay basically flat, servers are set to dominate the entire DRAM market - driven almost entirely by AI infrastructure.
A few key points from the data:
• Servers will drive ~80% of all incremental DRAM demand
• By 2030, servers alone could make up the majority of total DRAM consumption
• Accelerator cards are growing fast too (27% CAGR), but servers are in a completely different league
• This isn’t the old memory cycle - AI is rewriting the demand structure
This is why $MU and $SKHY remain so critical in the AI trade. The demand side is shifting in a big way.
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The global semiconductor hierarchy — September 2026:
• $NVDA — $5.56T
• $TSM — $2.22T
• $AVGO — $1.70T
• Samsung — $1.32T
• $MU — $1.15T
• SK hynix — $940B
• $AMD — $780B
• $ASML — $660B
• CXMT — $620B
• $INTC — $510B
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TrendForce dropped Q2.
A year ago SK hynix ran DRAM. It doesn’t anymore.
Share, 2Q25 → 2Q26
SK hynix 38.7% → 24.9%
Samsung 32.7% → 39.4%
Micron 22.0% → 23.3%
The market itself went from $32B to $155B. Almost 5x. Shipments barely moved. Price did all of it.
Q2 print: Samsung $61B, SK $39B, Micron $36B.
This is total DRAM revenue, not the HBM scoreboard. Different race. $SKHY $MU.NE
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TrendForce forecasts DRAM and NAND Flash rising to 47% of cloud service providers' total CapEx in 2026 and 68% in 2027, driven by surging contract prices and higher bit demand from AI.
