AI infrastructure, HBM, advanced packaging and next-generation computing are creating a new memory economy alongside the traditional DRAM and NAND cycle. At the same time, unprecedented capital commitments, technology transitions, regional industrial strategies and long-term supply agreements are redefining where capacity will be built, how it will be allocated and which companies will capture future value.
This 2026 Year-End webinar will provide a strategic, data-driven outlook on the forces shaping the global memory industry through 2030.


26. March 2026
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 delivered a clear, application-centric, and fact-based outlook on the global memory market.
Watch the recording here.