The memory market is famously cyclical, swinging between glut and shortage as demand and fab capacity fall out of step. These cycles ripple through the price of everything from laptops to cloud services, yet they follow patterns worth understanding.
Capacity takes years to build but demand can shift in months, so oversupply and scarcity alternate with painful regularity. Buyers who understand the cycle plan procurement accordingly.
Reading the memory market means watching capacity, inventory, and demand together – never any one alone.
