AI server boom to drive global memory market to 2100 trillion won by 2027

The global memory market is poised for continued growth through the first half of 2027, with projections estimating a market size of 2100 trillion won. This expansion is primarily fueled by substantial investments in AI infrastructure, which have elevated the importance of memory products like DRAM and High Bandwidth Memory (HBM) as crucial components for AI servers and data centers.

South Korean memory giants Samsung Electronics and SK Hynix are actively competing in the next-generation HBM market. Samsung has begun supplying samples of its HBM4E, the successor to HBM4, to global clients. SK Hynix has also delivered samples of its 12-layer HBM4E, a product designed to enhance performance and power efficiency for advanced AI data centers and large-scale computing systems.

However, the sustained growth of the memory market hinges on careful supply management. Market research firm Counterpoint Research highlights that as companies expand production capacity to meet AI server demand, a significant increase in supply could lead to price volatility, particularly from the second half of 2027 onwards. The competition is expected to shift from mere production volume increases to strategic long-term contracts, customized HBM solutions, and accelerated process transitions.