Memory Market Reboot – When Will Storage Demand Finally Turn? : BI Replay

Given strong hyperscale demand and limited capacity additions, the memory and storage markets are seeing strong upward pricing momentum with multiple years of visibility in some cases. As AI-driven architectures reshape workloads, investors are asking: How long can the cycle last? Woo Jin Ho and Jake Silverman of Bloomberg Intelligence join Jeff Janukowicz and Ed Burns of IDC to decode the latest signals in NAND, DRAM, SSD, and HDD markets. From pricing inflections to enterprise refresh cycles, this panel will explore where the next turn may come — and what it means for suppliers and investors.