TechInsights 預測記憶體將佔 2027 年半導體市場收入 62%

(Source: TechInsights)

Market research firm TechInsights forecasts that the global semiconductor market will exceed $2.6 trillion next year, with memory accounting for about 62% of total revenue.

In its 2027 Outlook Report released on Oct. 29 local time, TechInsights projected that memory revenue would surpass $1.6 trillion next year, more than doubling from $740 billion this year.

The increase is driven by artificial intelligence (AI) infrastructure investment, which is causing supply shortages and sharp price increases for high-bandwidth memory (HBM), server DRAM and NAND flash.

“We expect NAND to become the next memory bottleneck as AI drives rapid growth in demand for solid-state drive (SSD) storage,” TechInsights said.

TechInsights said production capacity for Taiwan’s TSMC’s advanced packaging technologies, Chip-on-Wafer-on-Substrate (CoWoS) and System-on-Integrated-Chips (SoIC), would increase by 20% to 25% annually. “Even so, demand will remain strong,” the firm said.

“Next year, companies will need to think not only about which technologies to develop but also about which memory they can secure,” said David MacQueen, director of insights at TechInsights. “This will affect everything from chip design and capital investment to the consumer products that ultimately reach the market.”