Webinar Overview

The semiconductor memory industry is entering a new cycle, marked by both disruption and opportunity. Nearly every industry analyst and memory maker is sounding alarms about severe NAND and DRAM shortages, driven by surging demand from AI, which is devouring the majority of the global memory and flash capacity. And while the nature of memory manufacturing is cyclical in nature, the scale and urgency are unprecedented.

Join us on this webinar, where we will deliver an in-depth analysis of the key forces shaping this new cycle in the memory industry and explore both the disruptions and opportunities in 2026 and beyond.

What we will cover:

• HBM adoption and business development outlook
• DDR4 supply crunch, price hikes & longevity strategies
• QLC NAND demand, storage dynamics & hyperscale impact
• Geopolitics, supply resilience & tariff-avoidance strategies
• SoC ecosystems & evolving memory interface standards
• Supplier divergence by technology & application focus
• The role of Chinese memory vendors in global markets
• Challenges and opportunities for emerging NVM (FeRAM, MRAM, ReRAM)
• Financial analysis of leading memory players (NAND, DRAM, NOR)