When you look at the news, it seems that DDR4 is everywhere. Hardly a day or week goes by without updates about price hikes, supply concerns, or speculation about whether or not the big manufacturers will exit from their DDR4 exit. You will find some of them in this newsletter edition, to keep you up to date.
To shine some light on the turbulence in the market, we held a webinar earlier this month in which we looked at long-term production trends, supplier status as well as adoption trends. If you missed our webinar, you should take the time to watch the recording.
While DDR4 is top of mind, Flash memory is also seeing growing concerns. Earlier this year, the announcement of the big three memory manufacturers to end eMMC production shook up the market. Now the surging demand for SSDs to power AI inference could lead to supply constraints in NAND memory. Especially, if High-Bandwidth Flash, NAND flash stacked like HBM, sees a similar boom as HBM.
Navigating the fast-paced world of electronic components takes a knowledgeable team, trust and collaboration. We are convinced we have the best team. In this newsletter edition you can meet our sales and inside sales team.
Enjoy the read and reach out if you have any questions about memory products, prices, or supply.