Memory Now Accounts for 50% of Global Semiconductor Revenue — But There’s a Catch - Yahoo Finance

Memory is projected to account for 54% of the global semiconductor market in 2026, reaching $837.3 billion out of a total $1.56 trillion industry. This surge is primarily driven by artificial intellig... Read original →

The AI-driven surge in demand for DRAM and NAND Flash has transformed memory from a cyclical commodity into a strategic infrastructure segment. This shift is pushing upstream foundries and packaging firms to escalate capital investments, while major AI server vendors like NVIDIA secure long-term supply commitments, intensifying market concentration. Despite strong visibility among top players such as Micron, SK hynix, and Samsung, historical volatility—such as the 2019 DRAM price collapse—remains a persistent risk. Geopolitical tensions involving Taiwan and South Korea could disrupt global supply chains. Over the next 12–24 months, the memory sector will likely sustain high capex and supply-demand friction, with AI demand’s durability being the key determinant of long-term industry trajectory.