Quick Read
Memory is projected to capture 54% of the $1.56 trillion semiconductor market in 2026, nearly doubling its 27% share from 2025.
Nvidia doubled its memory supply commitments to $279 billion in a single quarter, spreading obligations across fiscal years 2027 through 2029.
AI has extended the memory cycle rather than ended it, as demonstrated by the 47% DRAM price collapse in 2019 that cratered revenue 31% without any demand drop.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn’t make the cut. Grab the names FREE today.
The semiconductor industry is undergoing a strange inversion. For decades, memory was the quintessential commodity business: huge capital requirements, brutal pricing swings, and profits that could disappear when supply outran demand. Artificial intelligence is changing that equation. AI accelerators need enormous amounts of high-bandwidth memory, and hyperscalers are scrambling to secure supplies years ahead of time.
https://finance.yahoo.com/technology/articles/memory-now-accounts-50-global-160649380.html