Walter BloombergTechnology

MEMORY SALES HIT RECORD $74.6B AS AI DEMAND SURGES Global memory sales jumped 31.7% month-on-month to a record $74.6 billion, driven by str…

MEMORY SALES HIT RECORD $74.6B AS AI DEMAND SURGES Global memory sales jumped 31.7% month-on-month to a record $74.6 billion, driven by strong AI demand. NAND surged 40.7% to $25.8 billion, while DRAM reached $48 billion. UBS expects sharp price increases and supply shortages through mid-2028. Micron, Samsung, SK Hynix, and SanDisk could benefit most. Bernstein remains bullish near term but expects price growth to slow as consumer demand weakens.
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