BofA lifts global memory TAM forecast to $2T by 2030, run rate already over $1T
Beth_Kindig · x · 2026-10-14
Bank of America raised its global memory TAM forecast to $2 trillion by 2030, up from $1.8 trillion, noting the annual run rate already exceeded $1 trillion as of Q3. Tickers cited include $MU, $SK Hynix, $NVDA and $AMD.
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