Memory Now Accounts for 50% of Global Semiconductor Revenue — But There’s a Catch - 24/7 Wall St.

The semiconductor industry is witnessing a significant shift as artificial intelligence transforms memory chips from a volatile commodity into critical infrastructure. Memory revenue is projected to r... Read original →

The AI revolution is fundamentally reshaping the memory chip ecosystem, with DRAM and NAND demand surging and reshaping market dynamics. Leading AI firms like NVIDIA are securing supply commitments worth $279 billion, underscoring the criticality of supply chain resilience. Yet, the memory cycle remains volatile—recall the 2018 collapse despite stable demand due to price erosion. SK hynix and Samsung’s massive capex investments, coupled with emerging technologies like high-bandwidth flash, signal a shift from commodity to strategic asset. Investors must navigate the dual risks of overcapacity and geopolitical exposure, especially in key manufacturing hubs such as Taiwan and Hong Kong, China. Over the next 12–24 months, the memory market will likely exhibit high volatility alongside increasing market concentration, with leading players leveraging technology and capital to solidify dominance.