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High-Bandwidth Memory Demand to Grow 90% in 2026, 77% in 2027, UBS Forecasts

AI Industry News

2026-07-10 08:00:48

NVDA3.20%

According to UBS, high-bandwidth memory (HBM) demand is expected to grow 90% year-over-year in 2026 to approximately 33.1 billion Gb, driven by artificial intelligence accelerators including Nvidia GPUs. The Swiss bank further projects that 2027 HBM demand will increase 77% to around 58.7 billion Gb. UBS also estimates that the total memory chip industry revenue will reach $992 billion in 2026, nearly doubling to $1.76 trillion in 2027, with structural supply shortages expected to persist through mid-2028.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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