DRAM is up 2 to 3x. Enterprise SSDs have surged 50 to 100%. And the shortage is not letting up.

IDC's Jeff Janukowicz presented his 2026 to 2027 semiconductor and memory forecast at the exclusive Computex Executive Briefing in Taipei. His conclusion: this is not a normal cycle. Chips are now strategic infrastructure.

Download the excerpt. See the framework.

What You'll Learn

  • Why this memory cycle is structural, not temporary
  • Which segments face the tightest supply and sharpest price increases
  • Who wins and who pays: vendors, OEMs, enterprises, and AI buyers
  • How AI infrastructure spending is reshaping semiconductor demand
  • What IDC's compute forecasts say about GPUs, ASICs, and CPUs through 2030
  • The three forces compounding AI silicon demand most forecasts are missing

Download the Presentation Excerpt now!

Available in PDF format

Ready to Go Deeper?

This excerpt gives you the signals. IDC gives you the intelligence to act on them — memory forecasts, semiconductor market sizing, and direct analyst access to move with confidence.