... This data reveals the relative mind share of chosen technology areas and vendors through five quarters of end-user inquiry trends and topics by job role, buyer decision stage, region, industry sector and organization size. Table of Contents List of Tables List of Figures List of References Overview Gartne ...
Analyst(s): Rahul Yadav
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... This data reveals the relative mind share of chosen technology areas and vendors through five quarters of end-user inquiry trends and topics by job role, buyer decision stage, region, industry sector and organization size. Table of Contents List of Tables List of Figures List of References Overview Gartne ...
... Access Insights Already a Gartner client? Legacy DRAM end-of-life stockpiling, along with demand pull-ins in 2Q25, have driven recent price increases. In 2H25, higher HBM3E (12H) margins and traditional DRAM price increases of 6.8% in 3Q25 and 4.3% in 4Q25 will result in revenue growth of 24.2% in 202 ...
... Access Insights Already a Gartner client? Traditional DRAM prices declined in 1Q25 due to a demand-driven oversupply in server and LPDRAM. However, higher share of HBM3E (12H) led to higher HBM prices. A recovery in smartphone shipments and increased HBM share are forecast to fuel revenue growth of 20 ...
... Access Insights Already a Gartner client? Legacy DRAM inventory build-up and strong, AI-led server and smartphone demand has resulted in undersupply, which will continue into 2026 and drive prices higher. Large-scale AI server deployment will result in strong HBM and server DRAM demand resulting in $1 ...
... Access Insights Already a Gartner client? Excess semiconductor inventory remains in the manufacturing channel. This stems from overpurchasing during the semiconductor shortage that ended in 2023 but will resolve in 2025, with distribution sales accelerating in 2026. From 2027 onward, distribution sale ...
... Access Insights Already a Gartner client? Training and inference workloads for both generative and agentic AI are increasing data center AI semiconductor demand. The adoption of dedicated AI processing cores in edge devices will further increase demand. AI processing semiconductor revenue will reach $ ...
... Access Insights Already a Gartner client? HDD shortages have exacerbated NAND supply shortages as AI infrastructure SSD demands continue to surge. Despite macroeconomic uncertainty, 2026 AI storage spending is forecast to lift NAND prices 24%, supporting 45% revenue growth to reach $93.8 billion, with ...