The market for DRAM used in 100GW-class data centers is expected to reach approximately ¥40 trillion amid rising AI demand. As tight global supply and demand conditions and new investment continue, the rapid expansion of the memory market has become a focus of corporate strategy.
The memory market is said to be growing rapidly as AI demand expands. Demand from large-scale data centers is said to be driving the increase in memory capacity, while investment in DRAM is also expanding.
The data centers in question are generally described as being on the order of 100GW, and the value of DRAM for data centers of this scale is estimated at approximately ¥40 trillion. The article presents this figure as evidence of the link between data center scale and AI demand.
While pointing to the importance of memory as infrastructure supporting the AI economy, the article does not mention specific companies or provide details of individual investment projects. Overall, it explains the relationship between market size and growing demand.
Going forward, continued growth in AI demand and deeper investment in data centers could affect the memory market. Readers may want to watch data center expansion plans and developments in DRAM supply capacity.