AI Data Centers to Absorb Half of Semiconductor Revenue — Global Sales Projected to Surge 92% This Year - finance.biggo.com

According to Gartner's latest market outlook, the global semiconductor market is poised for strong growth, driven by expanding AI infrastructure investment and rising memory prices. Global semiconduct... Read original →

AI data centers are reshaping the semiconductor value chain, with memory chips driving a structural transformation. DRAM and HBM are at the core of this surge, fueled by escalating demand for bandwidth and capacity in large-scale AI training and inference workloads. This technological shift is propelling upstream sectors such as wafer fabrication and photomasks, while downstream players in servers and storage systems are accelerating integration to manage supply constraints. South Korean firms like Samsung and SK Hynix are well-positioned to dominate this AI infrastructure wave due to their advanced process capabilities. However, geopolitical tensions, especially in key manufacturing hubs like Taiwan and Hong Kong, are increasing supply chain risks, compelling companies to diversify sourcing strategies. In the coming year, memory prices are expected to remain elevated, prompting capital expenditure realignment among manufacturers. Meanwhile, non-memory segments such as CPUs and networking chips will also benefit from AI compute expansion, creating new growth dynamics. Overall, the industry is transitioning from cyclical to AI-driven growth, with increasing market concentration and strategic reshuffling among key players.