Organization: AI drives the super cycle, the output value of storage chips has doubled to more than twice that of wafer foundries.

On February 9th, according to the latest data from TrendForce, driven by the AI trend, both the output value of storage devices and wafer foundries will reach new highs in 2026. The output value of the storage industry has significantly expanded to $551.6 billion due to tight supply and rising prices. Although the wafer foundry output value also reached a new high of $218.7 billion, the output value of the storage industry has now surpassed that of wafer foundries by more than two times.