Omdia Raises 2026 Semiconductor Forecast to 62.7% as AI Drives Global Memory Crunch
TechTarget, Inc. (TTGT)
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Source: Business Wire
LONDON--(BUSINESS WIRE)--Omdia has significantly raised its semiconductor revenue forecast for 2026 to 62.7%, again reflecting unprecedented growth in DRAM and NAND driven by sustained demand and ongoing supply shortages expected to persist through the year. The DRAM market is forecast to nearly double in value, while the smaller NAND segment could quadruple compared to 2025.This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260423414383/en/Greatest market contributors to semiconductor revenue growth in 2026Supply constraints in conventional memory IC supply are being exacerbated by the industry’s focus upon High Bandwidth Memory (HBM) production, which delivers lower volumes but commands significantly higher prices. Strong enterprise and data center demand will continue to shape the 2026 market outlook, with meaningful supply relief unlikely until well into 2027.Enterprises are implementing a major server refresh cycle in
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