Data Center Wafer Demand to Surpass Mobile and PC by 2026

Analyst Ben Bajarin's OCP charts show data center share of advanced logic and DRAM wafer starts will overtake mobile and PC around 2026, as AI compute absorbs capacity freed by the PC downturn.

2026-10-13 ~ 2026-10-14 · 2 related posts

• OCP charts show datacenter wafer starts crossing over mobile and PC around 2026 — BenBajarin · 2026-10-13
• The PC downturn is an AI supply story: data center to pass mobile in wafer share by 2026 — BenBajarin · 2026-10-14