DRAM and NAND shipments surge over 370%! Wells Fargo says rising AI infrastructure costs are not a warning sign, semiconductor market cycle continues

Jitong Finance APP reports that Wells Fargo, citing data from the Semiconductor Industry Association (SIA), released a report stating that memory chips have become the key driver of high growth in the current industry cycle. Data shows that in June, the total semiconductor shipments increased by 134% year-on-year, reaching 151.9 billion US dollars. Excluding memory chips, semiconductor shipments grew by 38% year-on-year, reaching 63.5 billion US dollars, with May's increase at 34%.