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DigiTimes
Memory, not logic, is doing the work in Taiwan's July chip revenue
In July, Taiwan's chip revenue indicates a major reorientation towards memory products, particularly DRAM and NOR flash. While TSMC continues to dominate chip sales, the growth narrative is now chiefly attributable to these memory solutions. As chipmakers ramp up production, a potential supply glut looms on the horizon by 2028, raising questions about pricing stability and market competitiveness.
MonitorConfidence: MediumMid term horizon
Published 19 Aug 2026, 02:20 UTC1 min read
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Summary
TL;DR
- Taiwan's chip revenue growth primarily driven by memory products
- TSMC supplies over half of the sector's monthly sales
- Shift to memory raises concerns of future supply glut
- DRAM and NOR flash components see increased demand
- China's automotive chip regulations impact market dynamics
Interesting facts
- Memory revenue surged even as overall chip sales trend slows
- Potential glut of memory chips anticipated by 2028
- TSMC's continued dominance in supply amidst changing demands