Server memory demand exceeds 50%

Luo Xiaodong, Vice President of Changxin Technology, pointed out at the 8th IC Entrepreneurs Conference that the memory demand ratio in the server market exceeds 50% and leads in growth. Driven by the rapid development of AI applications, the supply shortage of DRAM will continue. Luo Xiaodong said that the trend of computing power growth is still ongoing. According to industry predictions, the average annual growth rate of global AI computing power from 2024 to 2031 will reach 96.1%; from 2026 to 2030, the average annual growth rate of DRAM demand will reach 21%. The server market has become the core driver of storage growth, with a compound annual growth rate of 29%. Currently, the server market accounts for more than 50% of demand, and the demand for high-end storage and high-performance chips in the server market is increasing. Since the mass production of DDR5 products at the end of 2024, sales have continued to grow, driving up the revenue share of DDR series products.

AI-written from the reports · Updated 2 days ago