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기간별 메모리 수요 히스토리

raw CSV reference를 결합해 출하량 × device별 memory content로 DRAM 수요를 EB로 환산하고, HBM은 GPU 세대별 GB/unit roadmap으로 따로 추적합니다. Chart.js tooltip/legend/point click으로 근거와 계산식을 확인합니다.

Server DRAMSmartphone DRAMAI Server DRAM proxyPC DRAMSmartphone MobilePc ClientServer CloudAI AcceleratorEnterprise StorageGraphics GamingAutomotiveNetworkingEdge AI IotWearables ArvrHpc SupercomputerSurveillance VideoConsumer ElectronicsSpecialty Medical Aerospace

DRAM period demand, EB

전체 히스토리

Segment All quantified DRAM segmentsServer DRAMSmartphone DRAMAI Server DRAM proxyPC DRAM

Server DRAMSmartphone DRAMAI Server DRAM proxyPC DRAM

Selected evidence

2026 · AI Server DRAM proxy

수요0.0027 EB

2.6189M units × 1024GB ÷ 1,000,000 = 0.0027 EB

Reference notes

• TrendForce >28% YoY; AI share ~17% of servers
• 1TB/node proxy from AI-optimized 512GB/1TB/multi-TB server DRAM range

ai-server-shipments-forecastserver-dram-content-per-box-growth

Segment diversity

14개 end-market과 memory type 분포

정량 timeline은 아직 Smartphone / Server / HBM 중심이지만, taxonomy layer는 PC, AI accelerator, enterprise storage, graphics, automotive, networking, edge AI, AR/VR, HPC 등 다음 모델링 후보를 함께 보여줍니다.

client · 1consumer · 1consumer-graphics · 1consumer-wearable · 1datacenter · 1datacenter-ai · 1datacenter-network · 1datacenter-storage · 1edge-industrial · 1edge-storage · 1hpc · 1mobile · 1specialty · 1vehicle-edge · 1

History UX

연도별 변곡점을 카드로 훑기

주요 수요·content 변곡점을 카드로 고정해 차트와 같은 근거를 빠르게 확인할 수 있습니다.

Demand domain taxonomy

Smartphone / PC / Server를 넘는 수요 분류

MemoCast는 end-market별로 memory product와 forecast-driver가 다르다고 보고, 각 domain을 별도 demand equation 후보로 추적합니다.

mobileSmartphone Mobile

Core mobile volume market plus on-device AI content uplift.

LPDDRNAND

Model

unit-shipment-content

Drivers

shipments · DRAM GB/device · NAND GB/device · AI phone uplift

smartphone-shipmentson-device-slm-smartphone-ram-2026

clientPc Client

Client PC and AI PC content model.

DRAMNAND

Model

unit-shipment-content

Drivers

PC shipments · AI PC penetration · DRAM GB/PC · SSD attach

ai-pc-penetration-forecastpc-server-shipments

datacenterServer Cloud

General server/cloud memory demand.

DRAMNANDCXL

Model

unit-shipment-content

Drivers

server shipments · DIMM capacity · cloud capex · CXL attach

pc-server-shipmentsip-mrdimm-mcrdimm-socamm-module-ai-server

datacenter-aiAI Accelerator

HBM-heavy AI accelerator demand.

HBMDRAMNAND

Model

accelerator-shipment-content

Drivers

GPU/ASIC shipments · HBM GB/GPU · rack power · AI capex

gpu-hbm-capacityaisilicon-tpu-ironwood-trainium3-hbm-specs-2026

datacenter-storageEnterprise Storage

NAND demand from data growth and enterprise SSDs.

NAND

Model

workload-storage-intensity

Drivers

AI training data · synthetic data · enterprise SSD attach · data lake growth

storage-ai-training-data-synthetic-data-nand-demandidc-global-datasphere-zettabytes

consumer-graphicsGraphics Gaming

GDDR and gaming/storage demand.

GDDRNANDDRAM

Model

installed-base-content

Drivers

discrete GPU VRAM · console cycle · handheld attach · game storage

gddr7-graphics-memory-demand-crowding-out-2026domain-gaming-handheld-lpddr-content

vehicle-edgeAutomotive

Automotive memory content and storage growth.

DRAMNAND

Model

unit-shipment-content

Drivers

ADAS autonomy level · infotainment · EV platform mix · regional auto production

domain-autonomous-vehicle-data-generation-storageregion-europe-automotive-memory-demand-2026

datacenter-networkNetworking

Networking bandwidth drives local memory demand.

HBMDRAM

Model

platform-cycle-content

Drivers

switch ASIC generation · bandwidth per port · SmartNIC/DPU attach

domain-networking-switch-hbm-broadcom-tomahawkemerging-co-packaged-optics-cpo-memory-bandwidth

edge-industrialEdge AI Iot

Fragmented but broad edge AI and industrial demand.

LPDDRNAND

Model

installed-base-content

Drivers

camera/robot/device install base · edge AI attach · local retention

edge-ai-iot-memory-demand-2026domain-industrial-automation-edge-ai-memory

consumer-wearableWearables Arvr

Emerging wearable and XR demand.

LPDDRNAND

Model

unit-shipment-content

Drivers

smart glasses/XR shipments · display pipeline · local AI · storage

domain-smart-glasses-ar-wearable-memory-2026domain-arvr-xr-headset-memory-content

hpcHpc Supercomputer

HPC clusters are small unit volume but high memory content.

HBMDRAMNAND

Model

project-pipeline-content

Drivers

supercomputer procurement · GPU node count · HBM/node · scratch storage

domain-hpc-supercomputer-hbm-memory-capacity

edge-storageSurveillance Video

Video retention creates NAND/storage demand.

NANDDRAM

Model

installed-base-storage-intensity

Drivers

camera installs · retention days · video analytics · NVR capacity

domain-surveillance-cctv-nand-demand

consumerConsumer Electronics

Long-tail consumer electronics demand.

DRAMNAND

Model

unit-shipment-content

Drivers

TV/STB/appliance shipments · embedded storage · product cycle

domain-gaming-handheld-lpddr-content

specialtySpecialty Medical Aerospace

Specialty demand is smaller but high reliability/value.

DRAMNAND

Model

project-pipeline-content

Drivers

medical imaging · rad-hard requirements · mission programs

domain-medical-device-ai-imaging-memorydomain-space-aerospace-radhard-memory

pc-server-shipmentsmemory-content-per-devicesmartphone-shipmentsai-server-shipments-forecastserver-dram-content-per-box-growthai-pc-penetration-forecastmicrosoft-ai-pc-16gb-ram-baseline