Nomura sees memory market hitting $3.68T by 2030, 83% from data centers

Beth_Kindig · x · 2026-09-16

Nomura projects the global memory market to grow from $270B in 2025 to $1T in 2026 and up to $3.68T by 2030. Data centers are expected to account for 83% of that ($3.05T), with AI data centers alone exceeding $1.5T.

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