AI server boom drives memory market toward 2,100 trillion won by 2027 - CHOSUNBIZ - Chosunbiz

The growing investment in artificial intelligence (AI) infrastructure is driving robust expansion in the global memory market, with Counterpoint Research projecting the market to reach 2,100 trillion ... Read original →

The AI server surge is triggering a deep-stack reshaping of memory technology: surging HBM demand is accelerating DRAM scaling to 1β and even 1γ nodes, while straining CoWoS advanced packaging capacity and inflating GPU BOM costs. Geopolitically, U.S.-South Korea export controls have forced SK hynix and Samsung to reconfigure production in Taiwan, China and mainland China, making long-term agreements (LTAs) essential for customer lock-in and regulatory risk mitigation. Strategically, SK hynix’s pivot to commodity DRAM reflects capacity rebalancing, whereas Samsung leverages HBM3E yield leadership to capture NVIDIA and Microsoft orders; SanDisk targets inference workloads via enterprise SSDs. Over the next 12–24 months, even if prices correct in late 2027, AI inference’s edge migration will spawn low-power HBM variants—creating a second growth wave. The ultimate winners will be vertically integrated players commanding process, packaging, and custom IP simultaneously.