AI · SEMICONDUCTOR · FACT CHECK
SKD WIRETrue
Memory is on track to account for half of the total semiconductor market, according to industry projections for 2026 cited in a recent market outlook. The forecast, supported by charts showing memory as the greatest contributor to semiconductor revenue growth in 2026, points to AI-driven demand as the key force reshaping the industry's revenue mix.
The projections indicate that memory — including the high-bandwidth memory (HBM) products supplied by Korean manufacturers such as Samsung and SK hynix — will represent roughly half of semiconductor market revenue, a share driven largely by spending on AI infrastructure. Data-center buildouts for AI training and inference have pushed demand for memory capacity well beyond traditional levels, making memory the single largest contributor to semiconductor revenue growth in 2026.
The market outlook materials include charts ranking the greatest market contributors to semiconductor revenue growth in the year, with memory positioned at the top of that ranking.
A memory-dominated market would weigh in favor of Korea's semiconductor industry, which is anchored by Samsung and SK hynix in memory production. HBM, in particular, has become a central product category as GPU-based AI systems require high-bandwidth memory stacked alongside processors.
The projections are forecasts for 2026 rather than final figures, and actual market shares will depend on how AI infrastructure investment and broader chip demand evolve through the year.
The claim that half of the semiconductor market will consist of memory is True.