Etron chair sees memory boom extending to 2028-2030

The surge in demand for memory chips driven by artificial intelligence is reshaping the global semiconductor supply chain. Upstream manufacturers of silicon wafers and photolithography equipment will see early gains, but midstream foundries face intensified capacity constraints, especially in advanced nodes. Etron's chairman's forecast highlights a prolonged structural shortage, with high-value applications like AI chips and edge computing becoming key growth drivers. From a compliance perspective, geopolitical tensions are accelerating supply chain localization, forcing companies to navigate export controls and technology restrictions. Competitors may pursue vertical integration or M&A strategies to bolster resilience. Over the next two years, memory prices are likely to remain elevated, while technological advancements will push the industry toward higher density and lower power consumption, creating new competitive moats.