Memory revenue expected to triple in 2026, semiconductor revenue to grow 64% in 2026
u/No_Conversation_9424 ·
Reddit — r/ValueInvesting
· May 12, 2026 at 02:17
· ⬆ 18 pts
· 💬 19 comments
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Summary
The post cites a Gartner press release forecasting memory revenue to triple in 2026, DRAM prices to rise 125%, and the storage crisis extending into 2027.
The author expresses bullish conviction on the memory sector, questioning bearish views given the strong demand/supply dynamics.
This is a well-sourced, data-driven summary of an industry forecast, not original deep-dive DD, but still a credible macro signal.
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Gartner estimates that memory revenue to increase by three folds in 2026, DRAM Prices to Increase by 125% in 2026, and Storage Crisis to Extend into 2027. Banks and hedge funds across the globe re-pricing DRAM companies.
I still don't understand those who are bearish on memory sector.
[https://www.gartner.com/en/newsroom/press-releases/2026-04-08-gartner-forecasts-worldwide-semiconductor-revenue-to-exceed-us-dollars-one-point-3-trillion-in-2026#:\~:text=STAMFORD%2C%20Conn.%2C%20April%208,Crisis%20to%20Extend%20into%202027](https://www.gartner.com/en/newsroom/press-releases/2026-04-08-gartner-forecasts-worldwide-semiconductor-revenue-to-exceed-us-dollars-one-point-3-trillion-in-2026#:~:text=STAMFORD%2C%20Conn.%2C%20April%208,Crisis%20to%20Extend%20into%202027)
Gartner estimates memory revenue tripling and DRAM prices up 125% in 2026, with shortages extending into 2027. As the leading US memory manufacturer, Micron is directly leveraged to DRAM and NAND price increases and revenue growth. The forecast supports a strong revenue and earnings growth trajectory for MU, making it a compelling long in the current cycle. Demand could soften if AI capex slows; new supply capacity (e.g., Chinese fabs) could pressure prices; an economic downturn could reverse memory demand.
This Reddit post, published May 12, 2026,
features u/No_Conversation_9424
discussing MU.
1 trade idea extracted by AI with direction and confidence scoring.