The Global Memory Market Reset

The global memory market 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. The result is that legacy and advanced memory are both experiencing shortages, but for entirely different reasons.

In this session, Nick Florous provides a clear, application-centric, and fact-based outlook on the global memory market—moving beyond short-term noise to explain the structural forces redefining supply, pricing, and investment behaviour.