We tried something new! Instead of an update in a webinar, we recorded a first podcast in which Nick Urbano, Vice President of Sales Americas, and Nick Florous, our Global Head of Product Marketing, discuss the market trends in semiconductor memory.
They talk about AI investments, their effects on industrial and embedded customers, and what they see for the remainder of the year 2026 and beyond.
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 our webinar on March 26, 2026, we will delivered a clear, application-centric, and fact-based outlook on the global memory market.
