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Research Jul 2025
... Access Insights Already a Gartner client? The Americas and China markets will create an additional $193 billion and $100 billion of semiconductor revenue respectively by 2029. AI-related silicon demand including processors, high-bandwidth memory and networking chips demand by hyperscaler companies is ...

Analyst(s):   Masatsune Yamaji
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Research Apr 2025
... Access Insights Already a Gartner client? Advances in AI compute servers, accelerators cards and high-bandwidth memory are creating network infrastructure bottlenecks. The increase in AI network fabric spending will be dramatic: a 34% CAGR in the next five years to reach $37 billion by 2029. Overview Fo ...

Analyst(s):   Naresh Singh
Research Apr 2025
... Access Insights Already a Gartner client? NAND vendors are again cutting fab production to force more profitable market conditions. Due to excess inventory with both customers and suppliers, a brief oversupply is forecast for 1H25 with prices dropping around 20%. A supply-driven shortage is forecast i ...

Analyst(s):   Joseph Unsworth
Research Jun 2025
... Access Insights Already a Gartner client? NAND vendors continue to reduce production to combat tariff challenges and economic uncertainty. Aided by resilient AI data center demand, a 3% shortage is forecast to resume during 2H25 and continue into 2026 resulting in price increases and 24.2% revenue gro ...

Analyst(s):   Joseph Unsworth
Research Aug 2025
... 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 ...

Analyst(s):   Shrish Pant
Premium Research May 2025
... In 1Q25, the GIISST saw a typical seasonal increase while remaining in the normal zone. The uncertainty about tariffs, coupled with economic slowdowns, could potentially disrupt the balance between semiconductor demand and supply. TSPs should use this research to align their inventory planning with ...

Analyst(s):   Jainendra Singh
Research Jul 2025
... Access Insights Already a Gartner client? China’s IT spending will surge by 9.9% in 2025 to 5 trillion CNY ($675 billion), driven by GenAI digitalization and government stimulus. While AI tech demand rises, weak consumer sentiment, prolonged deflation risks and the business “uncertainty pause” continu ...

Analyst(s):   Linglan Wang
Research Sep 2025
... Access Insights Already a Gartner client? Due to pricing and bit growth, DRAM revenue will grow 33% to $122.2 billion in 2025, much higher than our June forecast. The dramatic increase in HBM production is limiting traditional DRAM availability in 2026, pushing our ASP forecast higher and a 30% growth ...

Analyst(s):   Shrish Pant
Research Sep 2021
... Access Insights Already a Gartner client? The worldwide IT services market is forecast to grow by 11.2% in U.S. dollars in 2021 (8.4% in constant currency). Spending that was paused/postponed in 2020 will be released in 2021 and 2022, along with future spending brought forward to accelerate growth opportunities ...

Analyst(s):   Cathy Tornbohm   |   Sid Nag   |   Neil Barton   |   Lisa Unden-Farboud   |   Grigory Betskov   |   Brendan Williams   |   Sandra Notardonato   |   Gaspar Valdivia   |   Chrissy Healey   |   Twiggy Lo   |   Rene Buest   |   Colleen Graham   |   Dean Blackmore   |   Christine Tenneson   |   David Ackerman   |   Arup Roy   |   Susanne Matson   |   Misako Sawai   |   Ed Anderson
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