Memory to Make Up 60% of Chip Sales as AI Boom Lifts Samsung, SK Hynix Through 2030

Major research firms, including SigmaIntel, Counterpoint Research, and Omdia, forecast that memory chips will account for approximately 60% of total semiconductor sales by 2030, driven by the surging demand for AI infrastructure. This boom is expected to significantly boost earnings for companies like Samsung Electronics and SK Hynix, with the memory upcycle potentially continuing through 2027 due to supply constraints in High-Bandwidth Memory (HBM) production, rising DDR average selling prices, and explosive NAND demand for eSSDs. Global investment banks, including Goldman Sachs, anticipate that a 'memory supercycle' could lead to persistent memory supply shortages through 2030, as AI computing demand outpaces supply.