Chih-Wen Liu | Semiconductor Industry Senior Analyst
Yole Group
Experienced in Semiconductor engineering, market consultancy, research, and analysis in the Semiconductor industry for 10+ years. In-depth Global Semiconductor Manufacturing market research, including supply, demand, technology development, policy, and geopolitical impact monitoring. Focus on Global Memory, Foundry, and OSAT supply forecast. BE in Material Engineering and MBA Finanancial Services
Appearances:
Future of Memory and Storage - Day 1 @ 08:35
AI Demand and Memory Shortage Impact
Growing AI demand for servers absorbs a significant capacity in global memory industry, with the resulting supply constraints cascading across consumer applications
This presentation will provide an updated overview of Memory Market. During the session, it will demonstrate a comprehensive analysis of the NAND Flash market, encompassing market size projections from 2026 to 2031, along with observations on market dynamics driven by bit supply growth and price fluctuations. In addition, the analysis extends to the current AI accelerator chip market and potential future technological developments — such as High Bandwidth Flash (HBF) — to assess the market gap induced by AI computing demand. This presentation will be further supported by an examination of process technology advancements and the capacity expansion plans and intentions of key industry players, with the objective of analyzing future supply-demand equilibrium and its broader implications for market applications
Created by
Terrapinn is proud to be a member of isla.
Working together to build sustainable events