ABOUT
Independent memory and storage research.
Memory Capex is an independent research project by Majid Asli. It connects semiconductor technology, industry economics, market cycles, and investment implications.
The project is building a disciplined, dated archive of research on DRAM, HBM, NAND, storage, and the companies that shape these markets.
Position & Independence Disclosure
Readers should assume that the author, and/or any investment vehicle or entity he owns, manages, or is affiliated with — whether personal or corporate, and regardless of jurisdiction — holds long positions in most or all of the companies and securities discussed on this site, at the time of publication and on an ongoing basis. This assumption is not limited to any single fund, account, or vehicle, and extends to all entities he has been, is currently, or may in the future be associated with. Positions may change at any time without notice or update to prior articles.
Memory Capex does not provide investment, financial, legal, or tax advice. Nothing published here is a recommendation to buy, sell, or hold any security, and no content should be relied upon as the basis for any investment decision. All views are the author's independent research and opinion as of the publication date, and may change without notice.
Memory Capex does not solicit, accept, or manage outside capital in any form. This site is not an offer or invitation to invest in any fund, account, or vehicle the author owns, manages, or is affiliated with.
This disclosure applies to all past, current, and future content published on this site.
Last updated: August 2026