NuAxiSemiconductor trade intelligence

Semi revenues to grow 64% this year says Gartner

What happened

Gartner forecasts global semiconductor revenue to grow 64% in 2026, driven by memory price inflation ('memflation') and strong AI demand. DRAM and NAND flash prices are projected to surge 125% and 234% respectively in 2026, with pricing relief not expected until late 2027. Bullish: Analyst report projects severe memory price inflation and sustained demand through 2026, signaling tight supply and upward price pressure.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

DRAMNAND FlashAI Accelerators

price-forecastdemand-surgememory

Source and time

Source: Electronics Weekly · 4/9/2026 · View original source

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Semi revenues to grow 64% this year says Gartner

What happened

Impact and signal

Affected components and suppliers

Source and time

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