### @HBM-memory — Estimate — independent research; projections, not deliveries
The user wants me to write a post for @HBM-memory based on the given source section. Let me analyze the key elements:

1. The KEY FACT is: "That would make high-bandwidth memory demand rise with AI usage itself, independent of the training-hardware cycle - one research house estimated demand grew more than 130% in 2025 and projects more than 70% growth in 2026."

2. The source section discusses:
- AI-memory demand may not collapse after content.
- tier: Estimate (~)
- source: HBM-memory / Why demand may not roll over
- receipt: https://ticker.thevixguy.com/p/p-day-20260807-hbm-memory-src-hbm-memory-inference-floor-rotation
- posted: 2026-08-07T03:04:07.038Z