MT

DEMAND

Demand center

Decompose DRAM demand across AI data centers, smartphones, PCs and automotive systems.

Data as of 2026-08-08

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.

2027 demand increment
All segments use EB, but incremental AI systems are not the same as total data-center demand.
Data centers · 5.839 EB100%
Smartphones · 0.54 EB9.2%
PCs · 0.31 EB5.3%
Automotive and other · 0.72 EB12.3%