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DigiTimes
Memory, not logic, is doing the work in Taiwan's July chip revenue
Taiwan's chip revenue in July highlights a significant market shift as memory solutions, particularly DRAM and NOR flash, drive growth, overshadowing traditional logic chips. TSMC continues to dominate sales but faces a changing landscape where memory products lead the charge. Looking ahead, the market is poised for a surplus in memory supplies by 2028 as production ramps up, raising concerns about potential oversupply.
MonitorConfidence: MediumShort term horizonSupply chain risk: High
Published 19 Aug 2026, 04:20 UTC1 min read
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Summary
TL;DR
- Taiwan's chip revenue growth has shifted from logic to memory chips.
- TSMC supplies over half of the sector's monthly sales.
- DRAM, NOR flash, and controllers are at the forefront of growth.
- A memory shortage may turn into a glut by 2028.
- Trade talks emphasize the U.S. push for South Korea's memory chip investment.
Interesting facts
- The revenue growth is increasingly decoupled from logic chip performance.
- Campus R&D expansions, such as Phison in Malaysia, reflect growing memory demand.
- Buyers are locking in supply for 2027 due to a projected shortage.