We’re at an inflection point in the memory industry. For the first time, the bit growth cycle has been broken. It means that growth in memory doesn’t come from shipping more chips with higher densities. That’s another constant in the industry gone. And yes, semiconductor has always been a volatile industry, but change is happening at a pace we've never seen before. But let's not panic and fall victim to the vicious cycle of shortage and oversupply again. Read all about it in our latest newsletter!
