As major memory manufacturers increasingly realize that shortages of these products will not be eliminated by 2027, the conditions for further price increases remain. The situation has led Gartner analysts to assume total memory chip sales will exceed $1 trillion next year. In monetary terms, the entire semiconductor component market will be close to $2 trillion.
Image source: Micron Technology
More precisely, predict Gartner Corporation This means that the revenue of the entire semiconductor market will increase from US$809 billion to US$1.55 trillion this year, an increase of up to 92%. Next year, revenue growth will slow to $1.94 trillion. At the same time, experts say that by the end of this decade, the data center sector’s share of total semiconductor market revenue will grow from the current 35.6% to more than 53%. This will allow segments that were initially unpopular to benefit from the AI boom.
Image source: Gartner
For example, if the memory field is not considered, the semiconductor market revenue will grow from US$589 to US$718 billion this year, a confident increase of 21.9%, and will grow to US$864 billion by the end of next year. Of course, this still doesn’t compare to the dynamics of memory chip sales revenue. In the DRAM field, revenue this year will grow by 246.6%, and in the NAND field it will grow by 371.9%. Overall, memory sales revenue nearly quadrupled this year, from $2.2 billion to $837.3 billion. Next year, this dynamic will slow significantly, but at the same time, memory chip sales revenue will cross the important milestone of $1 trillion. Memory price increases should partially slow next year after additional production facilities come online or the use of existing ones is optimized.
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