The Global Memory Market Reset
AI Economics, Geopolitics & Supply Discipline
The memory industry is undergoing a paradigm shift. Once viewed as a commoditized, cyclical market, memory is now increasingly shaped by AI-driven demand concentration, geopolitical realignment, and unprecedented capital intensity.
In a webinar on March 26 we will deliver a clear, application-centric, and fact-based outlook on the global memory market—moving beyond short-term noise to explain the structural forces redefining supply, pricing, and investment behavior.
Agenda Highlights
- From cyclical volatility to structural constraint
- Geopolitics, technology sovereignty, and regional supply chains
- Demand trends by application: AI, automotive, industrial, and consumer
- Supply sufficiency vs. effective capacity realities
- Memory CAPEX asymmetry and long-term implications
- Pricing evolution under AI-driven value economics
- Supplier landscape shifts and roadmap signals
Who Should Attend
- Semiconductor and system OEMs
- Automotive and industrial electronics leaders
- Procurement, supply-chain, and strategy teams
- Professionals seeking a non-promotional, data-driven market perspective
Key Takeaways
Participants will gain:
- A structured framework to interpret memory market behavior in 2026+
- Early indicators for pricing, allocation, and supply risk
- Strategic context to support sourcing, design, and long-term planning
Register now!
We are holding two sessions. Choose the one most convenient for you.
