Memory Now Accounts for 50% of Global Semiconductor Revenue, Driven by AI Demand

Gartner's latest forecast projects memory to comprise 54% of the $1.56 trillion semiconductor market in 2026, nearly doubling its 27% share from 2025. This surge is attributed to the enormous high-bandwidth memory requirements of AI accelerators, with hyperscalers securing supplies years in advance. Nvidia alone has increased its memory supply commitments to $279 billion in a single quarter.