Memory Sales Hit Record $74.6 Billion as AI Demand Surges
Hyperdash NewsEquitiesGlobal memory sales reached a record $74.6 billion, a 31.7% month-on-month increase, driven by strong AI demand. NAND sales surged 40.7% to $25.8 billion, while DRAM hit $48 billion. UBS forecasts sharp price increases and supply shortages through mid-2028, benefiting companies like Micron and Samsung. Bernstein expects near-term bullishness but slower price growth as consumer demand weakens.
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