Memory chip market seen hitting $1.28 trillion（約200兆円） next year as demand surge continues

Key takeaway

• Micron's strong earnings and forward guidance confirm the memory chip shortage is extending beyond 2027, with customers locking in long-term supply contracts.

• Market researcher TrendForce now forecasts the global memory market will generate $1.28 trillion（約200兆円） in revenue next year, up sharply from prior expectations, as AI infrastructure and data centers drive sustained demand for DRAM and storage chips across major manufacturers like Samsung, SK Hynix, and Micron.

3 Key Points

FAQ

When does Micron expect the memory shortage to end?

Micron management expects the tight memory supply to persist beyond 2027.

What companies does the Roundhill Memory ETF invest in?

The ETF invests in memory players such as Samsung, Micron, SK Hynix, Sandisk, Kioxia, and others, allowing investors to gain exposure to both U.S.-listed stocks and Asian memory giants that do not have American Depository Receipts.

How much revenue does the memory market generate currently?

Market research firm TrendForce expects the global memory market's revenue to hit $889.3 billion（約140兆円） this year, a substantial upgrade over its prior expectation of $551.6 billion（約88兆円）.