The race to build the next memory economy

12/10/2026

The Race to Build the Next Memory Economy

 

AI infrastructure, HBM, advanced packaging and next-generation computing are creating a new memory economy alongside the traditional DRAM and NAND cycle. At the same time, unprecedented capital commitments, technology transitions, regional industrial strategies and long-term supply agreements are redefining where capacity will be built, how it will be allocated and which companies will capture future value.

 

This 2026 Year-End webinar will provide a strategic, data-driven outlook on the forces shaping the global memory industry through 2030.