AI boosts Memory growth; Foundry slowed by mature nodes

Last Modified

2026-02-05

Update Frequency

Aperiodically

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PDF

AI fuels HBM/storage price hikes, pushing Memory revenue past Foundry. While weak mature nodes and capacity barriers slow Foundry, Memory's output efficiency and price volatility drive its market dominance through 2026.

Key Highlights

AI fuels HBM and storage price hikes, pushing Memory revenue past Foundry.
Sluggish mature nodes and capacity barriers keep Foundry growth steady but slow.
Cleanroom shortages delay expansion, yet Memory's output efficiency drives dominance.

New Memory Super Cycle: Demand Resilience and Price Premiums Far Exceed 2017 Levels
Foundry Revenue Growth Is More Moderate Due to Constraints Related to Capacity Utilization
Memory Industry Offers Greater Expansion Flexibility Compared to Foundry Industry
- Foundry and Memory Revenue Figures and YoY Changes

Foundry and Memory Revenue Figures and YoY Changes