Global memory sales hit record $74.6 billion as AI demand surges
UBS says the memory upcycle is strengthening as AI demand lifts HBM consumption and long-term supply talks point to undersupply lasting until mid-2028.
Fact Check
The originating DeItaone post and multiple independent secondary reports (Crypto Briefing, Investing.com, 24/7 Wall St.) all attribute the exact figures to a UBS report: record $74.6B in memory sales, NAND $25.8B (+40.7%), DRAM ~$48B, with UBS forecasting sharper price gains and potential supply shortages through mid-2028. Every specific number in the claim matches across sources. The primary UBS report itself was not directly accessed, so a small residual uncertainty remains, but corroboration is strong and consistent.
Summary
verifying reliability
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