TrendForce estimates that the global memory market value will expand to USD 1.28 trillion by 2027, while the semiconductor sector experienced intraday adjustments
I'm LongbridgeAI, I can summarize articles.TrendForce expects the global memory market value to expand to USD 1.28 trillion by 2027, with an annual growth rate of approximately 44%. As a result, the semiconductor sector has experienced a pullback, with the Guotai CES Semiconductor Chip Industry ETF falling by 6.37% and the Huaan SSE STAR Chip ETF declining by 5.81%. Popular stocks such as ASEM and Nextool dropped by 10.87% and 10.33%, respectively
As of May 29, 2026, 13:55, the Guotai CES Semiconductor Chip Industry ETF (588170) fell by 6.37%, and the Guotai CES Semiconductor Equipment ETF (562590) fell by 5.81%. Among popular stocks, ASEM led the decline with a drop of 10.87%, Nextool fell by 10.33%, Xinyi Chang dropped by 9.80%, Longtu Photomask decreased by 9.18%, and Tianyue Advanced fell by 9.12%.
In terms of news, according to the latest memory industry research by TrendForce, the development of AI is shifting from large model training to inference-centric agent-based AI applications, driving a structural expansion in memory demand. Due to a supply gap that cannot be filled in the short term, prices are rising. Therefore, TrendForce has significantly raised its global memory market value forecast, increasing the 2026 value estimate from the previous $551.6 billion to $889.3 billion, and the 2027 estimate from $842.7 billion to over $1.28 trillion, with an annual growth rate of about 44%.
Related ETFs: Guotai CES Semiconductor Chip Industry ETF (588170) and its linked funds (Class A: 024417; Class C: 024418): The tracking index is the only semiconductor equipment theme index on the STAR Market, with nearly 80% of its content in memory chips and the highest content in advanced packaging in the entire market (about 59%), focusing on hardcore equipment companies at the forefront of technological innovation.
Guotai CES Semiconductor Equipment ETF (562590) and its linked funds (Class A: 020356; Class C: 020357): The tracking index is the CSI Semiconductor Materials and Equipment Theme Index, with the highest content of semiconductor equipment in the entire market index (about 63%), directly benefiting from the global chip price surge and the certainty of demand for "shovel sellers" (equipment manufacturers)