Global memory chip market to quadruple in 2026: data - Yonhap News Agency

The global memory chip market is projected to more than quadruple in 2026 compared to the previous year, driven by increasing investments in artificial intelligence (AI) infrastructure. According to d... Read original →

The AI infrastructure boom is triggering a structural overhaul of the memory industry. Surging demand for server DRAM and HBM not only boosts utilization of 3nm nodes and EUV tools but also forces upgrades across advanced packaging, testing, and substrate supply chains. SK hynix’s early lead in HBM3E secures its position in AI servers, yet its reliance on CoWoS packaging capacity in Taiwan, China exposes significant geopolitical vulnerability. U.S.-led 'de-risking' procurement may push American clients toward diversified suppliers, intensifying capital expenditure races between Samsung and Micron. Over the next 12–24 months, the market will bifurcate: high-bandwidth memory commands premium pricing while commodity chips stagnate. This isn’t a cyclical rebound—it’s the inflection point of compute infrastructure industrialization.