Memory Fatigue?
Why you shouldn't give up
You are probably tired of hearing about rising memory prices and that this is an unprecedented super cycle (and yes, you will read more about that in this month’s newsletter). Still, the truth is that the hitherto proven strategy of negotiating hard, watching market signs, and waiting for the market to self-correct is just not working anymore!
Why? Because memory is no longer a commodity. And yes, we are aware you’ve heard that before. But what does it mean? Simply that memory has a different value for different applications, and depending on what it is for you, you have to adapt not only your sourcing strategy, but also the way you think about your products.
We explain what this means for eeTimes in an article titled “Who breaks first”, which you will find below. And although the “one strategy fits all” doesn’t apply anymore, that’s no reason to give up. We are providing more opportunities to meet with us and discuss with our experts on how to interpret the market in your specific situation. So mark your calendar for our upcoming events.
If we are nowhere near you, reach out. We will be happy to speak with you.
Who breaks first?
The semiconductor market is experiencing a phenomenon unlike any previous cycle. We are witnessing that price escalations in DRAM and NAND no longer spreading uniformly across end markets.
The share of memory on the total bill of materials and the value that memory adds to the applications determine who can absorb the price shock and who blinks first.
Read all about it here.
Memory Price Trends
Memory prices are now above the selling prices of some consumer products, and there’s no sign of easing. DRAM supply shortages continue in Q2. Demand for eMMC and UFS also remains high.
However, as enterprise SSD orders show no signs of slowing, manufacturing capacity is focusing on SSD, leading to the tightest supply gap across all product segments. Hence, memory prices are expected to rise sharply in 2Q26.
Read more here.
The Memory Market Reset
How do you navigate the current memory market when there are no familiar waypoints to guide the way? In our last webinar, we gave an overview of what to expect in the market and provided practical advice.
Did you miss the live sessions? Then you can watch the recording here.
Spoiler alert: When the market sees a reset, you also have to reset your thinking – and sourcing strategy
Meet us in Zurich on April 24
Evertiq is bringing its expos to Zurich, and MEMPHIS is taking part! On April 24, 2026, evertiq invites the electronics community to the IFJ Start up Space in Schlieren.
This is your opportunity to learn more about the latest developments in DRAM and NAND, exchange ideas with our team and industry peers, and discuss the memory requirements of your designs in a one-to-one conversation.
Participation is free, so register here.
Understanding and Navigating the Current Memory Shortage
We are participating in a ProcurementPro webinar on April 28 that will explore the key factors behind the current shortage and provide a forward-looking perspective on how long disruptions are likely to persist.
Designed for both technical and sourcing audiences, the session will combine market analysis with practical guidance, offering attendees the tools needed to navigate an increasingly constrained and complex component landscape.
Registrations are open here.
Mark your calendar: Hardware Pioneers
Join us at the UK’s largest expo dedicated to cutting-edge hardware technology for engineers. What can you do to prevent the current situation of the memory market from slowing down or derailing your product roadmaps and future innovations?
From June 10 – 11, we will provide visitors to our booth with market insights, actionable advice, and tailored recommendations to their specific needs.
Reach out to book a meeting at the show.