In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven by the aggressive expansion of AI infrastructure as the primary catalyst. Right now, we are tracking two distinct yet deeply connected market...
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of Phison Electronics, a company that controls roughly 20% of the global SSD controller market, recently offered a stark assessment of where the memory...
Out of everything we published this month, at least four forces stand out as they’ve taken new momentum. These are the things that will define the next 12 to 18 months for this industry. First, the e-waste export opportunity is closing very quickly. Second, AI...
