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TrendForce says AI's shift from large-model training to inference-focused Agentic AI is structurally expanding memory demand and that a short-term supply shortfall will keep upward pressure on prices. The research house raised its global memory market value forecast for 2026 to $889.3 bln (previously $551.6 bln) and for 2027 to over $1.28 tln (previously $842.7 bln), implying roughly 44% YoY growth.

A court order shows a U.S. judge has temporarily blocked the Trump administration's plan to set up a $1.8 billion "anti-weaponization fund".