3 Ways to Invest in the Booming Memory Market
DRAM and NAND prices continue to surge, and these three investments are great ways to get in on the action.
3 Ways to Invest in the Booming Memory Market
Overview
The memory market is booming, with TrendForce recently raising its global memory forecasts for both 2026 and 2027. It now sees the market hitting $889.3 billion in 2026, with $618.7 billion coming from DRAM (dynamic random-access memory) and $270.6 billion from NAND (flash). That's up from a prior outlook of $551.6 billion. For 2027, it raised its forecast from $842.7 billion to $1.28 trillion.
Both the DRAM and NAND markets have been seeing prices surge due to a demand-supply imbalance, stemming from the artificial intelligence (AI) infrastructure build-out. Graphics processing units (GPUs) and other AI chips need to be packaged with high-bandwidth memory (HBM), a specialized form of DRAM, to optimize performance, and the shift toward inference and agentic AI is increasing demand. In turn, with DRAM manufacturers focused on producing high-margin HBM, prices for ordinary DRAM have also gone through the roof.
Details
NAND prices have also been flying higher. The industry cut back production after flash prices crashed following the pandemic, and it has been slow to come back online, with the big memory makers largely focused on DRAM and HBM. At the same time, demand for huge solid-state drives (SSDs) that use flash has been soaring due to AI.
Source
Originally published at www.fool.com.
