Research

Memory as a capital-allocation constraint

How HBM, DRAM and NAND are rewriting the economics of AI data centers

Sep 6 • Majid Asli

Enterprise SSD Revenue Doubles to $37.6 Billion. The Bit Number Is Missing.

TrendForce puts top-five enterprise SSD revenue up 103.6% quarter over quarter. The mix shift underneath it is real — but smaller than the headline, and…

Sep 2 • Majid Asli

Beyond HBM: How the Memory Wall Could Reshape the Memory Cycle Through 2029

From HBM4 and NVHBM to zHBM, HBC, pooled DRAM, HBF, CMX and software-side memory reduction — the investment question is not which architecture wins, but…

Sep 2 • Majid Asli

The HBM Enablers: What Marvell Reveals About the Next Layer of the Memory Cycle

Starting from Marvell’s latest earnings, this note examines how AI infrastructure enablers, including CXL, pooling, memory offload, and adjacent…

Sep 1 • Majid Asli

When NVIDIA Warns About Rising Memory Costs

What NVIDIA's Q2 FY2027 earnings signal for HBM, DRAM, and NAND — and the assumptions an overly bullish read on memory suppliers would need to get…

Aug 28 • Majid Asli

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