[Edaily Reporter Kim So-yeon] As demand for artificial intelligence (AI) infrastructure investment continues, the AI memory market is also growing steadily. The global memory market is projected to reach 1,500 trillion won this year—a fourfold increase from the previous year.

According to the Memory Tracker report released on the 19th by global market research firm Counterpoint Research, the global memory market is projected to reach 1,500 trillion won, a fourfold increase from the previous year (360 trillion won). Analysts note that the widening supply-demand imbalance, driven by growing demand for server memory, is fueling the rise in memory prices. This upward trend in memory prices is expected to continue through the first half of next year.

Server demand is rising sharply as investment in AI infrastructure expands. Consequently, the share of server memory in total memory sales is projected to increase from 37% in 2025 to 56% in 2026. Analysts note that this structural shift—where server memory accounts for more than half of total sales—is serving as a key driver of growth in the memory market.

In particular, the surge in demand for server memory has led to a combination of a product mix shift toward high-value-added products and supply constraints, resulting in a situation where the price per gigabit of standard DRAM is higher than that of High Bandwidth Memory (HBM). HBM, which involves a more complex manufacturing process and higher production costs, is also highly likely to see further price increases in the future. Counterpoint Research forecast that “there is ample room for further growth in the memory market.”