AI-driven memory boom still has room to run: Analyst
06:40 Min
Tom Kang, Director at Counterpoint Research, says strong AI demand is broadening the memory upcycle beyond high-bandwidth memory into DRAM and NAND chips used in computers, smartphones and data centres, with supply constraints likely to support prices through 2027.
07 Jul 2026 08:30pm
Tom Kang, Director at Counterpoint Research, says strong AI demand is broadening the memory upcycle beyond high-bandwidth memory into DRAM and NAND chips used in computers, smartphones and data centres, with supply constraints likely to support prices through 2027.
Popular Shows
