--- title: "Institutions significantly revised their forecasts for the memory market, aiming for a scale of USD 1.28 trillion by 2027; the STAR Chip ETF E Fund (589130) rebounded over 3%, with continuous inflows of over 550 million for 5 consecutive days" type: "News" locale: "en" url: "https://longbridge.com/en/news/288358063.md" description: "TrendForce significantly raised its forecast for the memory market, expecting it to exceed $1.28 trillion by 2027. Driven by this positive news and AI demand, the SSE STAR Chip Index rebounded over 3%, and the STAR Chip ETF E Fund (589130) saw a net inflow of over 550 million for five consecutive days. Goldman Sachs' research report pointed out that the supply-demand tension for traditional DRAM, NAND, and HBM will continue until 2028, benefiting corporate profit growth" datetime: "2026-06-02T03:20:15.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288358063.md) - [en](https://longbridge.com/en/news/288358063.md) - [zh-HK](https://longbridge.com/zh-HK/news/288358063.md) --- # Institutions significantly revised their forecasts for the memory market, aiming for a scale of USD 1.28 trillion by 2027; the STAR Chip ETF E Fund (589130) rebounded over 3%, with continuous inflows of over 550 million for 5 consecutive days As of 11:00, the SSE STAR Chip Index (000685) rose by 3.18%. Among the weighted stocks, Yuanjie Technology rose over 13%, Cambricon rose over 5%, and Chipone rose over 3%. As of the previous trading day, the index has increased by 130.92% over the past year. The STAR Chip ETF E Fund (589130) has been favored by funds, with net inflows for 5 consecutive days, totaling over 550 million, and over 770 million in the past 10 days, and over 1.3 billion in the past 20 days. On the news front, TrendForce has recently significantly revised its forecast for the memory market. The latest data shows that the global memory market size for 2026 has been raised from the original $551.6 billion to approximately $889.3 billion; the 2027 estimate has also been increased from $842.7 billion to over $1.28 trillion, implying about 44% annual compound growth momentum. According to TrendForce's latest memory industry survey, in the first quarter of 2026, the contract price of Conventional DRAM is expected to rise sharply, with a quarterly increase of 93% to 98%, driving overall industry revenue to grow by 81% quarter-on-quarter, reaching $97 billion. As AI applications gradually shift from training large language models (LLM) to AI inference, the focus of cloud service providers (CSP) on data center construction has also extended from AI Servers to general-purpose Servers, driving memory procurement demand from HBM3e, LPDDR5X, and high-capacity RDIMM to expand to RDIMM products of various capacities. Goldman Sachs released a research view on May 31, predicting that by 2027, the supply-demand situation for traditional DRAM, NAND, and HBM will be tighter than in 2026, and this tightness will continue until 2028, which will help memory companies achieve higher profit levels in the coming years. The institution believes that the market has not fully recognized the persistence of the current memory industry's upward cycle, as evidenced by the fact that the price-to-earnings ratios of most memory stocks remain in the low single digits. The STAR Chip ETF E Fund (589130) closely tracks the SSE STAR Chip Index, which selects securities from companies listed on the STAR Market involved in semiconductor materials and equipment, chip design, chip manufacturing, and chip packaging and testing to reflect the overall performance of representative chip industry listed companies on the STAR Market. The STAR Chip ETF E Fund (589130) has off-exchange connecting funds (020670, 020671) ### Related Stocks - [000685.CN](https://longbridge.com/en/quote/000685.CN.md) - [589130.CN](https://longbridge.com/en/quote/589130.CN.md) - [688498.CN](https://longbridge.com/en/quote/688498.CN.md) - [688256.CN](https://longbridge.com/en/quote/688256.CN.md) - [688521.CN](https://longbridge.com/en/quote/688521.CN.md) - [GS.US](https://longbridge.com/en/quote/GS.US.md) - [W4VR.SG](https://longbridge.com/en/quote/W4VR.SG.md) ## Related News & Research - [Originalis AI Founding Engineer Ujjwal Jain Unveils AI System Processing Over 645,000 VC Email Threads](https://longbridge.com/en/news/296065185.md) - [The AI boom has echoes of Enron — but that might be okay, a tech guru says](https://longbridge.com/en/news/296021200.md) - [SanDisk stock soars as memory maker unveils ambitious growth plan](https://longbridge.com/en/news/295824776.md) - [The dream of serving ads to AI agents has hit a snag](https://longbridge.com/en/news/295689957.md) - [Tyga is Hollywood’s latest AI optimist](https://longbridge.com/en/news/296029242.md)