![\"find](\"https:\/\/intercoaching.fr\/wp-content\/uploads\/2024\/07\/Cette-action-dintelligence-artificielle-IA-pourrait-elle-vraiment-decoller-en-juillet-avec-une-hausse-de-42-prevue-en-2024-.png\")
\n<\/figure>\n\n\n The industry semiconductors<\/strong> is in a recovery phase this year, fueled by growing demand for chips in varied applications such as smartphones<\/strong>, THE personal computers (PCs)<\/strong> and the data centers<\/strong>. However, a particular subsector, that of memory chips<\/strong>, is growing even faster than the general semiconductor market.<\/p>\n\n\n According to the Semiconductor Industry Association (Semiconductor Industry Association<\/strong>), the global semiconductor market is expected to record revenue growth of 16% this year. In contrast, memory chip market could see 66% growth, research firm says Gartner<\/strong>. So, companies like Micron Technology<\/strong> And Lam Research<\/strong> benefit greatly from this trend.<\/p>\n\n\n During the last financial results conference, the management of Micron Technology<\/strong> highlighted the increasing demand for memory used in computer chipsartificial intelligence (AI)<\/strong>, including high-bandwidth memory (HBM<\/strong>). Micron announced that its HBM capacity is \u00ab\u00a0sold through the end of 2025\u00a0\u00bb, with prices already contracted for the majority of 2025.<\/p>\n\n\n This strong interest in HBM encourages memory manufacturers like Micron to increase their production capacities. For example, SK Hynix<\/strong> And Samsung<\/strong> both plan to double their HBM production capacity by 2025. <\/p>\n\n\n Lam Research, which derives 44% of its revenue from the sale of memory equipment, is well positioned to benefit from this growing demand. The company projected revenue of $3.8 billion for the final quarter of its fiscal 2024, which would represent 19% year-over-year growth. For the full fiscal year 2024, Lam forecasts revenue of $14.9 billion, although that represents a 15% decline from the previous year.<\/p>\n\n\n Sales of AI-equipped smartphones and PCs are expected to increase significantly in the coming years, creating an increased need for memory chips. For example, Micron is seeing a 50-100% increase in memory capacity in AI smartphones this year compared to the previous year. Likewise, PCs with AI should include 40 to 80 percent memory DRAM<\/strong> additional.<\/p>\n\n\n According to the industry association SEMI<\/strong>, equipment spending for DRAM is expected to grow at a compound annual rate of 17% through 2027, while storage spending NAND flash<\/strong> could increase at an even more impressive rate of 29% over the same period.<\/p>\n\n\n Analysts predict that Lam Research could post solid growth starting in fiscal 2025. If the company reports good results this month, Wall Street could reward this acceleration in growth with a rise in its stock price. Developments in the memory market suggest that Lam could exceed expectations and deliver strong forecasts, bolstered by a potential increase in spending on memory equipment.<\/p>\n\n\n So, it might be wise to consider this AI stock as a potential investment, as its upcoming quarterly report could give it a significant boost.<\/p>\n\n\n\nGrowth Forecasts for Memory Chips<\/h2>\n\n\n
![\"find](\"https:\/\/intercoaching.fr\/wp-content\/uploads\/2024\/07\/Cette-action-dintelligence-artificielle-IA-pourrait-elle-vraiment-decoller-en-juillet-avec-une-hausse-de-42-prevue-en-2024-1-1.png\")
\n<\/figure>\n\n\nImpact of artificial intelligence (AI) on memory demand<\/h2>\n\n\n
![\"find](\"https:\/\/intercoaching.fr\/wp-content\/uploads\/2024\/07\/Cette-action-dintelligence-artificielle-IA-pourrait-elle-vraiment-decoller-en-juillet-avec-une-hausse-de-42-prevue-en-2024-1-2.png\")
\n<\/figure>\n\n\nLam Research\u2019s outlook<\/h2>\n\n\n
Return to growth thanks to AI<\/h2>\n\n\n
Opportunities for investors<\/h2>\n\n\n