Lates News

UBS said that with the continuous growth in demand for artificial intelligence (AI) and ongoing negotiations for long-term supply agreements (LTAs), the market cycle for storage chips is "further strengthening". The structural supply shortage situation is expected to persist at least until the mid-2028. UBS forecasts that the total revenue of the storage chip industry in 2026 will reach $992 billion. By 2027, this figure is expected to almost double to $1.76 trillion. The main driver of this growth is High Bandwidth Memory (HBM), which is a type of DRAM specialized for artificial intelligence accelerators (such as NVIDIA's GPU). UBS predicts that the demand for HBM in 2026 will increase by 90% to reach around 331 billion Gb. It is expected that the demand will further increase by 77% in 2027 to reach around 587 billion Gb.