Gartner "Memory Sales to Reach $837.3 Billion in 2026… 280% Year-over-Year Surge"

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Gartner "Memory Sales to Reach $837.3 Billion in 2026… 280% Year-over-Year Surge"

Published2026.08.25 09:51

Global Semiconductor Sales Forecast at $1.5552 Trillion, AI Data Center Portion to Exceed 53% by 2030

As AI infrastructure investment expansion and memory price increases converge, the semiconductor market is expected to grow to record proportions in 2026. With the memory sector emerging as a key driver of overall semiconductor growth, AI demand is spreading to non-memory segments as well, broadening growth opportunities across the entire market.

On the 25th, Gartner forecasted that global semiconductor sales in 2026 will reach $1.5552 trillion (approximately 2.159 quadrillion won), representing a 92% increase year-over-year.

This represents nearly double the $809 billion (approximately 1.123 quadrillion won) recorded in 2025, with projections extending to $1.9399 trillion (approximately 2.693 quadrillion won) by 2027.

Ben Lee, Gartner Director Analyst, stated, "As AI infrastructure investment continues and memory prices show stronger-than-expected upward momentum, the industry is experiencing rapid growth," and noted that the portion of the AI data center ecosystem in total semiconductor sales will expand from 36.5% in 2026 to over 53% by 2030.

Memory Sector Surge and Structural Changes

According to Gartner, memory sector sales in 2026 will reach $837.3 billion (approximately 1.162 quadrillion won), with its proportion of total semiconductor sales expected to rise significantly from 27% in 2025 to 54% in 2026.

By 2027, it is projected to exceed $1.0755 trillion (approximately 1.493 quadrillion won).

By product category, DRAM sales are observed to increase 246.6%, while NAND sales are expected to increase 371.9%.

Shrish Pant, Gartner Director Analyst, stated, "This year price increases will accelerate growth, and from 2027 onward, increased memory capacity per AI server and high bandwidth memory (HBM) demand will support sales growth."

AI Infrastructure Proliferation, Non-Memory Segment Co-Growth

As AI cluster scale and power consumption increase, the non-memory sector is also showing growth.

Sectors experiencing expanded demand include △CPU △networking semiconductors △power management △analog devices △optical interconnects, among others.

Non-memory sales are projected to increase 21.9% from $589 billion (approximately 818 trillion won) in 2025 to $717.9 billion (approximately 996 trillion won) in 2026, reaching $864.4 billion (approximately 1.2 quadrillion won) by 2027, according to Gartner's forecast.

#반도체 #메모리 #가트너 #HBM #AI 데이터센터 #DRAM #NAND #2026년 전망

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