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Worldwide Server DRAM DIMM by Workload Forecast, 2025-2029

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KSA 25.02.04

This IDC study presents an outlook for the server DRAM DIMM market for the 2025-2029 period. The DRAM industry dynamics and the server workload changes are aggregated, analyzed, and applied to this long-term DIMM forecast in terms of units and DRAM content per DIMM."AI demand will drive server DIMM growth over the forecast period. As AI inferencing service increases, mid/low-density DIMM will thrive. 32Gb-based 128GB DIMM demand and Compute Express Link (CXL) introduction will lead high single-digit growth in the long term," says Soo Kyoum Kim, associate vice president, IDC's Semiconductor research.

IDC Market Forecast Figure

Executive Summary

Advice for Technology Suppliers

Market Forecast

  • Server DRAM Demand by Interface
  • Server DRAM DIMM by Workload
  • Server DRAM DIMM by Density

Market Context

  • Drivers and Inhibitors
    • Drivers
      • AI Server Penetration Will Lead to More DIMM Consumption
      • New Processor with New Interface Technology Will Lead to More DIMM Consumption
    • Inhibitors
      • Expensive DRAM Pricing Will Prohibit Light Workload Demand from Adopting New Interface or Higher-Density DIMM
      • Cloud SPs Are Focusing on AI Infrastructure Now; Investment of General-Purpose Servers Will Revive in 2025
  • Significant Market Developments
  • Changes from Prior Forecast

Market Definition

  • Component-Related Definitions
  • Server Workload-Related Definitions

Methodology

Related Research

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