AI Bottleneck Shifts From GPUs to Memory

KB Securities estimates the global semiconductor market will reach about 2000 trillion won (~$1.44 trillion) this year, with the memory market growing more than threefold to 1100 trillion won (55% of the total market). AI infrastructure investment next year will rise 63% to 1755 trillion won, with memory’s share increasing from 40% to 57%.

• Memory market to grow more than threefold to 1100 trillion won
• Memory share in AI infrastructure: 40% this year, 57% next year
• AI infrastructure investment in 2027: 1755 trillion won (+63%)
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