[UBS: High Bandwidth Memory Demand Expected to Grow 90% YoY in 2026, with Another 77% Growth in 2027] Odaily Planet Daily News – UBS stated that as demand for artificial intelligence (AI) continues to grow and long-term supply agreement (LTA) negotiations remain ongoing, the storage chip market cycle is 'further strengthening,' with structural supply shortages expected to persist at least until mid-2028. UBS projects that the total annual revenue of the storage chip industry will reach $992 billion in 2026. By 2027, this figure is expected to nearly double, reaching $1.76 trillion. The primary driver of this growth is high bandwidth memory (HBM), a type of DRAM specifically designed for AI accelerators (such as NVIDIA's GPUs). UBS predicts that HBM demand will grow 90% year-over-year in 2026, reaching approximately 33.1 billion Gb. In 2027, demand is expected to grow another 77%, reaching approximately 58.7 billion Gb. (Jin10 Data APP)