Industry Insights
The memory market: what matters
Our view on the DRAM shortage and pricing, the pressure from AI, and the economics of memory in data centers.
DRAM pricing: the trajectory through 2030
Why contract memory prices stay high and how to factor them into your infrastructure planning.
AI and the competition for memory
How HBM demand for accelerators pulls away manufacturing capacity and deepens the server DRAM shortage.
Why supply isn't catching up to demand
Long lead times for new fabs and the industry's capital intensity make the shortage structural, not temporary.
The economics of memory in the data center
Memory as a growing share of TCO and strategies to reduce it without a capital-heavy infrastructure overhaul.
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