IDC argues “this time is different” in the memory chip market, as AI creates “an unprecedented inflection point, with demand materially outpacing supply” led by DRAM revenues rising 177% to US$418.6 billion this year, it said. The AI infrastructure buildout is taking over as the top customer for DRAM and NAND memory chips, replacing consumer devices. Memory chips, therefore, move from being a cyclical commodity with booms and busts controlled by consumer spending, to a market of strategic constraints. IDC sees the overall memory revenues hitting $594.7 billion this year, up from $266 billion last year. $HXSCL $SSNLF $Micron Tech(MU.US) #SKhynix #Samsung $005930KS $000660KS #semiconductors #semiconductor

Source: Dan Nystedt