DEMAND
Demand center
Decompose DRAM demand across AI data centers, smartphones, PCs and automotive systems.
Data centers
43%
Share
Forecast 202643%
GPU racks, cloud ASICs and general-purpose servers drive the category.
Smartphones
26%
Share
Forecast 202626%
Unit growth is modest; higher memory content provides most incremental demand.
PCs
14%
Share
Forecast 202614%
AI PCs and premium configurations raise average DRAM content.
Automotive and other
17%
Share
Forecast 202617%
Smart vehicles, networking and industrial applications deliver structural growth.