Insights

TrendForce Raises Storage Forecast to Over $1.28 Trillion by 2027

Noah

01 Jun 2026 — 1 min read

A dramatic upward revision to the global storage market forecast by TrendForce underscores a tectonic shift in the industry, with projections now surpassing $1.28 trillion by 2027. This explosive growth is no longer a function of cyclical hardware upgrades but is structurally fueled by the voracious data demands of Agentic AI, fundamentally reshaping the competitive dynamics for DRAM and NAND flash manufacturers.

Agentic AI Reshapes DRAM and NAND Demand Patterns, Driving Blowout Growth

The market intelligence firm has significantly upgraded its projections, forecasting the global storage market to exceed $1.28 trillion by 2027. This surge is specifically driven by the transition from AI training to inference-based Agentic AI, which creates a far more distributed and data-intensive consumption model. For DRAM, TrendForce projects 2026 revenue hitting $618.7 billion, representing a staggering 303% year-over-year increase. This momentum continues into 2027, with DRAM expected to reach $903.3 billion, a further 46% YoY jump. NAND flash is not far behind, with 2026 forecast revenue of $270.6 billion (281% YoY) and 2027 projections of $379.4 billion (40% YoY).

Supply Constraints on HBM and CSP Capex Surge Strengthen Vendor Pricing Power

The bullish forecast is underpinned by a confluence of supply and demand factors. The ramp-up in High Bandwidth Memory (HBM) production is physically constraining the supply of traditional DRAM, creating a tight market. Simultaneously, capital expenditure by Cloud Service Providers (CSPs) is experiencing explosive growth, with a 79% increase anticipated in 2026 alone. This spending is being funneled into infrastructure to support the multiplying token consumption generated by AI-driven content creation. The resulting supply tightness is dramatically strengthening vendor pricing power, allowing manufacturers to extend the current pricing rally well through 2027. This structural imbalance suggests that the storage industry is entering a new era of sustained profitability, driven not by volume but by the immense value of data for intelligent systems.

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