According to the latest report released by market research agency Gartner, the global semiconductor industry revenue is expected to reach $624 billion in 2024, a year-on-year increase of 168%；The market will reach $534 billion in 2030, down 109%。
Gartner currently expects the global memory market to decline by 388%, which will be ** in 2024, an increase of 663%
Pricing declines due to weak demand and massive oversupply will result in a 38 percent decline in NAND flash revenue8%, revenue will fall to $35.4 billion by 2023. In the next 3 to 6 months, the pricing of the NAND industry will bottom out, and the situation of ** merchants will improve.
Gartner** is set for a strong recovery in 2024, with revenue growing to $53 billion, up 496%。
Due to the severe overabundance and lack of demand, DRAM manufacturers have depressed the market to reduce inventory.
By Q4, the oversupply in the DRAM market will continue, which will trigger ***
However, the full impact won't be felt until 2024, when DRAM revenue is expected to grow 88% to $87.4 billion.
The development of generative artificial intelligence (GenAI) and large language models is driving the need for GPU-based high-performance servers and accelerator cards in data centers.
This necessitates the deployment of workload accelerators in data center servers to support training and inference for AI workloads. Gartner analysts estimate that by 2027, the integration of AI technology into data center applications will result in more than 20% of new servers including workload accelerators.
According to the latest report of the QYContive research team, the global semiconductor materials market will be about $70 billion in 2022, the highest in the history of semiconductor materials.
With the continuous expansion of the semiconductor industry and the rise of green environmental protection trends, the market size of recycled wafers is gradually growing.
These wafers undergo a series of processing and testing before being put back into production, providing semiconductor manufacturers with a sustainable solution.
The global recycled wafer market size is expected to reach $1979 million in 2029, with a CAGR of 115%。
Storage manufacturers will resume procurement in the second half of 2024, and the 12-inch silicon wafer industry will recover in the second half of 2024, but the year-on-year growth rate of 12-inch silicon wafer shipment area may be lower than the industry average.