NAND just discovered a new law of physics: what goes up can apparently keep going up. Newton would have questions.
New PhaseThe memory squeeze has entered a new phase. HBM started it. Conventional DRAM followed. Now NAND is going vertical. What began as an AI-specific capacity problem is turning into a broad memory pricing shock, creating an earnings windfall upstream and an increasingly painful margin problem downstream.Refuses to die
The AI boom broke the memory market’s boom-bust cycle. The AI memory crunch won’t ease until 2028, and the bust that follows…
Long-term supply deals are quietly capping server DRAM prices.
Nvidia and Cerebras are redesigning AI chips to use less high-bandwidth memory, threatening the long-term growth of a memory chip…
Memory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access…
Virtzilla finding more ways to pull data out of DRAM to enable ‘densification’ and dodge the RAMpocalypse
Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market.
