Memory suppliers say demand will outpace supply until the next decade
Overview
Andrew Curran says memory suppliers told investors on their latest earnings call, and again on October 27, 2026, that supply will not meet demand until the next decade, possibly longer.
He says memory prices are unlikely to fall, so waiting for lower prices may be a worse choice than buying now.
Curran cites a quoted post saying SK hynix expects demand to outpace supply through 2030. These are Curran's and the quoted post's characterizations of supplier statements, not the earnings-call transcripts themselves.
Written by AI from the articles below · updated Oct 27, 8:22 PM ET
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Andrew Curran@AndrewCurran_XMemory supply won't meet demand until next decade, Andrew Curran saysAIAndrew Curran says memory suppliers said on their latest earnings call and again today that supply will not meet demand until the next decade, possibly longer. He says memory prices are unlikely to fall, so waiting for lower prices may be a worse choice than buying now. A quoted post says SK hynix expects demand to outpace supply through 2030.

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