True
The global semiconductor industry posted its largest quarterly revenue on record in the second quarter, with memory chips crossing the 50 percent share of total sales for the first time, according to figures verified against sources including the Semiconductor Industry Association and market researcher Gartner.
The milestone marks a historic shift in the composition of the chip market. Memory, long regarded as the most cyclical corner of the semiconductor business, has for the first time accounted for more than half of worldwide industry revenue in a single quarter, lifting overall second-quarter sales to an all-time high. The development lands squarely in the home market of Samsung Electronics and SK hynix, the Korean memory heavyweights whose businesses stand to be defined by how long this memory-led cycle lasts.
This desk reviewed ten primary sources spanning industry association data, Gartner market tracking and domestic Korean news reports, and found no evidence contradicting either the record quarter or the memory share milestone. The figures circulating in domestic coverage are consistent with the association and analyst data, and no counter-estimate of second-quarter revenue or memory share surfaced during verification.
The verified figures themselves do not attribute the gain to any single driver, though the result arrives amid intense market attention on memory demand tied to AI infrastructure buildouts. Whether memory can sustain its majority position in coming quarters will depend on pricing and shipment trends not covered by the second-quarter data.
Based on our review of the source material and the absence of any opposing evidence, the claim is True.
