Back to work - Back to Memory

It’s still summer, but we’re entering the final stretch of the year. And while we hope you all had the opportunity to take some time off and wind down a bit, we hate to remind you of the harsh reality our market is currently in.

As AI reshapes hardware architectures and memory demand patterns, DRAM and NAND suppliers are realigning priorities. The dramatic cut down in DDR4 production is shaking up the market, and according to TrendForce, the supply will remain tight for the remainder of the year, and prices will stay at a high level.

What does this mean for you and your designs? DDR4 won’t go away any time soon, but it will take some time for the remaining DDR4 manufacturers to ramp up their production capacity. In our webinar on September 10, we outline supplier dynamics and risk mitigation strategies and best practices for future-proofing memory designs. Make sure you sign up for it!

While you might be worrying about your eMMC or DDR3 / DDR4 supply, memory technology evolves. We took a look for you at DDR6 and SOCAMM, as well as DRAM scaling challenges and a new approach to in-NAND self-encryption.

Hope you enjoy this month’s newsletter. And if you are attending electronica India in Bengaluru from September 17. – 19., make sure you say hi to our team on-site in Hall H5.B145.

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