When I wrote an article βWho's Who in the World of Microelectronicsβ at the beginning of the year , I was surprised that in the top ten semiconductor companies, five are engaged in the production of memory, including two - only in the production of memory. The total volume of the global semiconductor memory market is estimated at $ 110 billion and is a constant headache for participants and investors, because despite the long-term growth together with the entire microelectronics industry, the local memory market is very feverish - 130 billion in 2017, 163 in 2018. 110 in 2019 and 110 are expected by the end of 2020.
The volume of the memory market is close to a third of all microelectronics, and half of the top ten companies deal with memory. So why is semiconductor memory so special? Let's figure it out.
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