TREE NEWS update: Server demand now accounts for more than 50% of total memory demand, ChangXin Technology vice president Luo Xiaodong said at the 2026 IC China conference on Nov. 12. He said memory demand has entered a “tiered era,” with high-end storage and high-performance chips rising in the server segment. Automotive storage per vehicle is also climbing, and demand for in-vehicle memory and automotive-grade chips is expected to grow at a compound annual rate of about 30% through 2030.
ChangXin Memory VP: Server Market Now Over 50% of Memory Demand
AI take
The server segment crossing half of total memory demand marks a structural shift in where memory consumption is concentrated, with high-end storage and high-performance chips driving the tiering ChangXin describes. That concentration matters most for suppliers positioned in server-grade and automotive-grade lines rather than consumer-oriented segments. The automotive figure is the more forward-looking signal: roughly 30% compound growth through 2030 implies a second demand pillar building alongside servers. Whether that automotive trajectory holds as vehicle memory content rises is the open question worth tracking.
Generated by AI for reference only.
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