According to the latest data from the American Semiconductor Industry Association, global semiconductor sales surged 33% year on year in October, totaling 71.3 billion US dollars, of which DRAM sales soared 90% year over year. Analysts believe that the biggest driving force behind this is that artificial intelligence is driving a surge in demand, and large industrial production capacity is shifting to high-bandwidth memory for AI accelerators, leading to a decrease in wafer output for standard DRAM and 3D NAND. The current boom in global AI infrastructure construction is causing a shortage of key inputs such as memory chips, which may drive the average DRAM price to continue to rise in 2026. Counterpoint Research predicts that the prices of advanced and traditional memory chips may rise another 20% in early 2026.

According to the latest data from the American Semiconductor Industry Association, global semiconductor sales surged 33% year on year in October, totaling 71.3 billion US dollars, of which DRAM sales soared 90% year over year. Analysts believe that the biggest driving force behind this is that artificial intelligence is driving a surge in demand, and large industrial production capacity is shifting to high-bandwidth memory for AI accelerators, leading to a decrease in wafer output for standard DRAM and 3D NAND. The current boom in global AI infrastructure construction is causing a shortage of key inputs such as memory chips, which may drive the average DRAM price to continue to rise in 2026. Counterpoint Research predicts that the prices of advanced and traditional memory chips may rise another 20% in early 2026.