TrendForce sees inference driving sharp DRAM and NAND expansion

Electronics Weekly reports that TrendForce expects the AI industry's move toward inference workloads to accelerate demand for both DRAM and NAND in 2026. The cited figures point to DRAM demand rising 303% and NAND demand rising 280%. This is a direct RamTrend signal. Inference servers need fast working memory and persistent storage at scale, and wider deployment can broaden demand beyond the training-cluster segment. If TrendForce's outlook proves directionally right, memory suppliers should have stronger pricing leverage in AI-linked DRAM and NAND categories.