The Storage Chip Market Will Exceed $ 200 Billion Next Year

Earlier this year,SK Harbinlus received the attractive offer of the artificial intelligence (AI) accelerator company A.I willGive you more than500 billion won in advance, so please build a dedicated storage semiconductor production line.As the high bandwidth memory (HBM) stacked stacked by DRAM becomes a key component to determine the performance of AI accelerator, Company A starts to buy first and then sell.SK Hynix, who is waiting for Nvidia, can only give up.One industry veteran said that this is an example indicating that the storage semiconductor is another protagonist in the AI era.Make up forCharging,The era of semiconductor industry evaluation 'centered on storage' has arrived.

In 2022, with the emergence of large -scale data and the emergence of generating artificial intelligence based on its services, storage semiconductors will become the center of the artificial intelligence industry.This is because the performance of the memory semiconductor of a processor such as graphics processing unit (GPU) such as the storage data must be good to achieve appropriate artificial intelligence services.

Market sizeIt confirms the improvement of the status of semiconductor storage.According to market research companiesData from OMDIA and Tech Insights, including DRAM and NAND flash memory markets, are expected to increase by 91.5%from 2023 (US $ 91.4 billion) this year to $ 175 billion.This number exceeds the foundry market ($ 120.3 billion), led by TSMC.Next yearStorage semiconductorThe market is expected to reach265 billion US dollars, the first time in history exceeded 200 billion US dollars.

People are worried that investment and production capacity will cause excess supply, but the general view of the semiconductor industry isNo basis.According to Bloomberg, 13 large -scale technology companies, including Google and Alibaba, plans to invest in artificial intelligence data centers this year. This year, it is expected to reach US $ 226.2 billion, an increase of 33.7%over the previous year (169.2 billion US dollars).The investment will increase next year to $ 256.6 billion.Because most of the large -scale investment in large technology companies is used to buy artificial intelligence accelerators, analysts said that DRAM's prosperity will continue for a long time.