WSTS expects memory to lead market growth in 2027, rising 32%, against 27% for logic (Forecast, WSTS Spring 2026). WSTS describes its 2026 forecast as driven by extraordinary memory expansion.

A second forecaster

McKinsey expects memory to add about $560B in market value by 2030 (Forecast, McKinsey via Bits&Chips, 29 Sep 2026). According to the source, added manufacturing capacity could ease the memory shortage from around 2027, though prices may stay above historical levels.

One company’s results

Micron reported fiscal 2026 revenue of $133.2B and fourth-quarter revenue of $54.23B (Reported, Micron). These are one company’s results, not evidence for the forecasts above.

Caveats and what to watch

Both forecasts depend on how capacity comes online. The McKinsey figures come from a secondary report. Watch the next WSTS release and Micron’s next quarterly report.

AW

For information and educational purposes only. This research is not personalized investment advice or a recommendation to buy or sell a security.