For decades, the memory market has been a classic boom-and-bust industry. Suppliers expand capacity when prices are high, then watch prices collapse and cut back. A new analysis at The Next Platform makes the case that this era is ending.
The article's headline declares the end of these cycles, suggesting that the memory industry is entering a period of more stable supply and pricing. If true, that would mark a significant departure from past behavior, when every upswing carried the seeds of the next downturn.
It is worth noting that this is a single piece of journalism, not a market forecast. The memory sector has always been hard to predict. But the argument is a serious one, and it has implications for anyone who buys memory at scale.