The global memory chip industry is witnessing a historic boom, powered by explosive demand from AI giants like OpenAI and Nvidia.
Once known for its volatility, the memory chip industry is now in a sustained upswing as high-bandwidth memory becomes critical for training and operating advanced AI models.
Samsung Electronics, SK Hynix, and Micron Technology lead the surge. According to Trend-Force, DRAM revenues are projected to hit a record $231 billion in 2025—over four times higher than 2023’s low.
Samsung’s latest profit rose 21% to $8.6 billion, while SK Hynix reported over $8.8 billion in quarterly profit, calling it a “super boom cycle.”
Micron also tripled its earnings amid soaring AI memory demand.
High-bandwidth memory —stacked layers of DRAM enabling ultra-fast data transfer—has become the backbone of AI infrastructure.
In October, OpenAI partnered with Samsung and SK Hynix to secure supply for its massive Stargate AI system, with projected needs of 900,000 DRAM wafers monthly, more than double current global HBM capacity.
With demand expected to grow over 30% annually through 2030, analysts predict the supply crunch will persist until at least 2026, marking one of the most profitable and transformative eras in memory chip history.
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