Overview
With continuous advancements in AI, 5G, big data, and other technologies, the memory industry is experiencing a surge in market demand and rapid iterations in technological innovation. The rise of AI-driven models has significantly boosted the demand for high-performance memory, leading to robust growth in the HBM, high-capacity SSD, and AI server markets. At the same time, in response to AI applications’ requirements for high bandwidth and large-capacity memory, storage technologies are evolving rapidly. DRAM processes are advancing towards more refined 10nm nodes, and competition in the number of NAND Flash layers is becoming increasingly fierce. However, due to the ongoing global economic challenges, consumer electronics and other terminal markets have not rebounded as expected, posing risks of supply-demand imbalances and inventory buildup in the memory market.
Looking ahead to 2025, the development of the memory market will be influenced by multiple factors. How will supply and demand dynamics shift? What emerging technologies and innovative products will take center stage?
On November 20, 2024, TrendForce will host the Memory Trend Seminar 2025（MTS2025） in Shenzhen. Senior TrendForce analysts and prominent industry leaders will engage in comprehensive discussions on 2025 memory market trends, the innovative applications of memory products, and the evolution of storage technologies, providing forward-thinking strategic insights for industry professionals.