The bank said stronger AI-driven memory demand could extend supply shortages, raising technology infrastructure costs and influencing investor positioning across the sector.
UBS has raised its price forecasts for DRAM and NAND as accelerating AI-driven memory demand points to more prolonged supply shortages. The revised outlook adds to the broader view that expanding AI infrastructure is putting sustained pressure on memory markets, with potential knock-on effects for technology buildout costs and investor strategy as supply remains tight.