Claus Aasholm is Founder of Semiconductor Business Intelligence, providing memory-market analysis to suppliers, OEMs, and investors worldwide. Andrew Czuczwa is Market Research Manager at Fusion Worldwide, a global distributor of electronic components and provider of supply chain solutions. Visit fusionww.com to learn more.
Key Things to Know:
DRAM pricing no longer follows historical cycles — AI-driven demand doesn’t defer, breaking the supply–demand elasticity that once stabilis