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Organization: It is estimated that by 2027, AI server memory demand will account for nearly 50% of the DRAM market capacity
Golden Finance reports that, according to the latest forecast data from Qunzhi Consulting on May 11, the global AI server shipments are expected to reach approximately 3.7 million units in 2026, a year-over-year increase of 51.3%. From the demand share perspective, in 2026, the demand for AI servers will account for over 40% of the total global DRAM shipment capacity, significantly surpassing the demand share of single categories such as consumer electronics and traditional servers.