Omdia Raises 2026 Semiconductor Forecast to 62.7% as AI Drives Global Memory Crunch

LONDON--(BUSINESS WIRE)-- #AI--Omdia has significantly raised its semiconductor revenue forecast for 2026 to 62.7%, again reflecting unprecedented growth in DRAM and NAND driven by sustained demand and ongoing supply shortages expected to persist through the year. The DRAM market is forecast to nearly double in value, while the smaller NAND segment could quadruple compared to 2025. Supply constraints in conventional memory IC supply are being exacerbated by the industry's focus upon High Bandwidth Me.