https://k4i.com/tags/ai-hardware/ Recent content in AI Hardware on k4i.com Hugo en-us Thu, 02 Jul 2026 00:00:00 +0000 https://k4i.com/memory-chips-why-the-next-ai-device-wave-will-overwhelm-every-forecast/ Thu, 02 Jul 2026 00:00:00 +0000 https://k4i.com/memory-chips-why-the-next-ai-device-wave-will-overwhelm-every-forecast/ <p>Every memory forecast published in the last twelve months has been wrong in the same direction: too low. IDC, TrendForce, and Bank of America have each revised DRAM and NAND demand estimates upward multiple times since early 2025, and the pattern is not noise — it is a structural failure of forecasting methodology colliding with a demand curve that refuses to plateau.</p> <h2 id="the-forecasts-keep-missing-in-one-direction">The Forecasts Keep Missing In One Direction</h2> <p>The current numbers are already staggering. IDC now expects 2026 DRAM supply growth of only 16% year-on-year, with NAND supply growth at just 17%, both well below the 20-30% historical norms that defined the post-2018 memory market. HBM demand alone is projected to grow 70% year-over-year in 2026, with HBM consuming 23% of total DRAM wafer output, up from 19% the year before. Bank of America forecasts DRAM revenue surging 51% year-over-year and NAND 45%, with ASPs rising 33% and 26% respectively.</p>