Memory Solutions for Gen AI Part 12: Launching Memory Tracker and Forecasts

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Jun 5, 2025

Overview:

We are now publishing the first edition of Counterpoint Memory Market Tracker and Forecast. This report is designed to explain the significant changes highlighted in the Tracker and will also be available in a PowerPoint format. Through these multifaceted efforts, we aim not only to support high-level discussions among executives but also to enable a broader group of participants to engage with and share insights.

Table of Contents:

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Category

Industry

AI , Semiconductors

Report Type

Report

Time period

Other

Summary

Published

Jun 5, 2025

Contact us

Author

Jeongku Choi

Jeongku Choi is a Research Analyst at Counterpoint Research based in Seoul, Korea. As an engineer in LG Electronics, she was responsible for commercializing the latest technologies for new products in mobile and automotive. Also analyzing and strategizing the latest Android technology was one of her roles. Her interests are mobile, mobility, AI, and emerging technologies.

MS Hwang

MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.

Jason Park

Jason is a Research Associate at Counterpoint Research, specializing in the semiconductor memory market. He conducts detailed analysis of quarterly shipment and production data, in conjunction with regulatory developments, to deliver timely and actionable insights into market trends. With a strong background in engineering, Jason supports clients in understanding the semiconductor industry from both technical and strategic perspectives. His primary area of focus is the NAND Flash market, and he also contributes to research on the global smartphone market.