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Global memory chip market projected to double to $2 trillion by 2030

Caixin, citing Bank of America, says the projected growth is driving capital from the U.S. toward Asia's specialized tech hubs.

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1 Source, 8d ago, first seen 8d ago

TLDR

Caixin reports that Bank of America projects the global memory chip market will double to $2 trillion by 2030, driving a shift of capital from the U.S. into Asia's specialized tech hubs. Caixin describes investors moving funds as demand for AI hardware and power infrastructure accelerates regional economic expansion.

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Combined views

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1 Source, first seen 8d ago

3 likes3 reposts

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1 Source

@caixinThe global memory chip market is poised to double to $2 trillion by 2030, driving a capital rotation away from the U.S. and into Asia's specialized tech hubs, according to @BankofAmerica https://www.caixinglobal.com/2026-09-22/bofa-projects-2-trillion-memory-market-by-2030-amid-ai-capital-reallocation-102487673.html?rkey=4jojc%2BU9DvvtuaHc2n7nI%2FFL%2FE7ci4pKqtN1xUD9x%2B4RrP7uUiwpeA%3D%3D&cxg=web&Sfrom=twitter
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    @caixinThe global memory chip market is poised to double to $2 trillion by 2030, driving a capital rotation away from the U.S. and into Asia's specialized tech hubs, according to @BankofAmerica https://www.caixinglobal.com/2026-09-22/bofa-projects-2-trillion-memory-market-by-2030-amid-ai-capital-reallocation-102487673.html?rkey=4jojc%2BU9DvvtuaHc2n7nI%2FFL%2FE7ci4pKqtN1xUD9x%2B4RrP7uUiwpeA%3D%3D&cxg=web&Sfrom=twitter
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