Memory industry: 2025, as a turning point
Following a historic rebound in 2024, the memory industry is entering 2025 with renewed momentum. Yole Group’s latest analysis, the Status of the Memory Industry 2025 report, highlights how AI, HBM, and 3D integration are setting the course for a more fragmented, competitive, and innovation-driven market...
"HBM has evolved from a niche product into the epicenter of DRAM strategy. Its outsized influence on pricing, revenue, and investment priorities reflects a broader transition in the semiconductor industry: compute-centric innovation is now heavily dependent on memory performance." said Josephine Lau, Senior Analyst, Memory at Yole Group
The memory industry has emerged from its steepest downturn with record-breaking revenues in 2024 and a robust outlook for 2025. As AI reshapes hardware architectures and memory demand patterns, DRAM and NAND suppliers are realigning priorities to address a radically changed environment. Catch Simone Bertolazzi of Yole Group at FMS 2025 for expert insights into the DRAM market.
According to Yole Group’s Status of the Memory Industry 2025 report, global memory revenue hit $170 billion in 2024 (+78% YoY) and is set to grow another 18% in 2025, to $200 billion...
Written by Josephine P. Lau and Simone Bertolazzi.
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📆 UPCOMING EVENTS
We're heading to FMS 2025 in Santa Clara, CA! The Future of Memory and Storage is a key international event where innovation meets industry leaders shaping the next generation of data storage. Join Yole Group on-site to explore emerging memory technologies, AI-driven storage architectures, and the future of NAND and DRAM. Our experts will be there to share insights, meet with key players, and discuss what’s next for the memory ecosystem.
On August 6, join us for an exclusive breakfast on Memory and Storage Technology & Market Trends and network with top industry players.
Interested in receiving an invitation? Contact us: amanda.gasse@yolegroup.com
Stay tuned on yolegroup.com !