Market analysis firm TrendForce (opens in new tab) has shared its prediction for DRAM manufacturing within the coming 12 months, and it appears like servers may tip the scales to turn into a very powerful sector.

The agency reckons that server DRAM will account for 37.6% of the entire bit output for 2023, inserting it solely simply forward of smartphones at 36.8%. Whereas the distinction could not appear vital, the importance actually lies within the enormous development within the server market.

The predictions have in mind the earlier 12 months’s tendencies and predictions for the present 12 months based mostly on a number of real-time elements, just like the widescale emergence and adoption of synthetic intelligence.

DRAM manufacturing 2023

Ordinarily, it’s attainable that 2023 won’t have been the 12 months that server DRAM would have overtaken cell DRAM and it’s attainable that the pattern could be reversed subsequent 12 months. It is because 2022 noticed a major cell DRAM oversupply, and firms at the moment are enjoying catchup making an attempt to burn by present stock.

Nevertheless, the prediction for each smartphone shipments and their enhance within the common DRAM content material stays pretty conservative, which could possibly be a sign that corporations are turning their consideration elsewhere amid world financial stress.

A current increase in AI expertise and different high-performance computing functions have seen the necessity for server DRAM enhance extra considerably. TrendForce initiatives that the typical DRAM content material of servers will enhance by 12.1% YoY for 2023, in contrast with 6.7% for smartphones.

Because it appears to the 2 or so years forward, TrendForce expects this 12 months’s predicted pattern to proceed as servers proceed to overhaul smartphones, which is basically right down to the growing prevalence of AI which has just lately confirmed itself a public hit.

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