5 Expectations for the Memory Market in 2026
AI workloads, HBM4 adoption, and 3D NAND scaling—what’s next for the memory industry in 2026.
The memory semiconductor industry is entering a critical inflection point. Explosive AI workloads are pushing traditional architectures beyond their limits, creating both breakthrough opportunities and severe supply constraints across the DRAM and NAND markets.
By 2026, the next wave of memory innovation will determine which companies lead in performance and profitability—and which fall behind. From HBM4 and FinFET base dies to 3D NAND scaling with hybrid bonding, technology and market shifts are reshaping the competitive landscape.
What You’ll Learn:
In this webinar, TechInsights experts explored five expectations shaping the memory markets in 2026, highlighting the implications for leading players and global strategies.
Samsung’s D1c HBM4 adoption – 16Hi stacks with 1.5 TB/s bandwidth.
Foundry FinFET base dies – TSMC and the evolution of HBM integration.
KIOXIA’s HBF potential – A high-bandwidth Flash alternative for edge AI.
3D NAND scaling – 300+ layers, hybrid bonding, molybdenum wordlines, and stairless contacts.
Market & geopolitical dynamics – Revenue acceleration and U.S. export controls impacting YMTC, CXMT, and JHICC.
Whether you’re a strategist, designer, foundry manager, or executive, this session will give you the insights needed to anticipate change, align your roadmap, and stay competitive.
Meet the presenters
Dr. Jeongdong Choe
Senior Technology Fellow
Jeongdong Choe has a Ph.D. in electronic engineering and 30 years' experience in memory semiconductor technologies including DRAM, NAND, and emerging memory devices like STT-MRAM and ReRAM. He previously led R&D teams at SK Hynix and Samsung, optimizing memory processes for mass production. At TechInsights, he produces quarterly memory technology roadmaps and holds over 100 patents in semiconductor process integration.
Mike Howard
Director of Memory Markets
Mike Howard is Director of DRAM and Memory Markets at TechInsights with over 15 years of experience researching the memory industry. He specializes in forecasting and analyzing the $100 billion DRAM and memory markets, delivering comprehensive market briefings and data analysis to help clients understand market dynamics.. Mike is known for transforming complex market data into meaningful narratives that explain the changes driving the memory industry.
Once you’ve watched the 5 Expectations... what’s next?
That’s where TechInsights comes in. The Memory Outlook Report helps you turn evolving architectures, density innovations, and market disruptions into real, actionable strategy. We break down the complexities of DRAM, NAND, emerging NVM, and packaging trends—giving you the insight you need to optimize products, anticipate supply shifts, and stay competitive in a rapidly changing memory landscape.
Already a subscriber? Log in to access the complete Outlook Report series—including the full Memory Report—and connect with your account manager to understand how upcoming memory trends could shape your technology and business plans.
Want the competitive edge? View the full 2026 Memory Outlook Report for exclusive insights, expert analysis, and strategic guidance to help you design smarter, plan further ahead, and lead confidently in the next era of memory innovation.
Don’t just react to the memory market—lead it.
Watch the on-demand webinar for this exclusive memory outlook.
Originally aired: October 29, 2025
