Counterpoint Research, a Hong Kong-based market research firm, projected the global memory chip market would reach 1,500 trillion won (US$975 billion) in 2026.

The firm said the market would be 4.2 times larger than the estimated 360 trillion won (US$234 billion) in 2025, driven by growing AI infrastructure investment, particularly in North America.

Counterpoint said server memory products, including dynamic random-access memory (DRAM) and NAND flash memory, would account for 56% of total memory revenue in 2026, up from 37% in 2025.

The research firm attributed the growth to a structural shift toward server-oriented memory products.

It also said strong demand for server memory is widening supply-demand imbalances and pushing prices higher, with the uptrend expected to continue through the first half of 2027.

However, other public 2026 memory market forecasts are far lower, generally ranging from US$189.65 billion to above US$440 billion.

That suggest Counterpoint’s figure may be inconsistent with broader estimates.

🔗 Source: Yonhap