Memory chip market could near $1t on AI demand: report - Tech in Asia

According to a report by Counterpoint Research, a Hong Kong-based market research firm, the global memory chip market is projected to reach KRW 1,500 trillion (approximately USD 975 billion) in 2026, ... Read original →

The AI infrastructure boom is triggering a structural overhaul of the memory market. Surging demand for server-grade DRAM and NAND not only accelerates migration to 1βnm and beyond but also forces rapid adoption of HBM3E/HBM4 stacking, inflating equipment and packaging costs. Geopolitically, tightening U.S. export controls on advanced memory compel Taiwan, China and mainland Chinese firms to invest heavily in supply chain redundancy, raising operational complexity. Samsung, SK hynix, and Micron are reallocating consumer wafer capacity to server segments, while domestic players like CXMT face dual hurdles of yield ramp and IP barriers. Over the next 12–24 months, even with aggressive capex, high-end memory will remain tight; however, a slowdown in AI cluster deployment could trigger inventory corrections by late 2027—though the HBM ecosystem’s long-term strategic value is now firmly entrenched.