Business · Memory & Storage
Memory cycle
The recurring boom and bust in memory pricing created when multi-year capacity lead times meet volatile demand, producing dramatic swings between very high and negative operating margins.
Makers respond with capex cuts, wafer reductions and node migration.
- Also known as
- DRAM cycle
- Type
- Business
- Domain
- Memory & Storage, Memory market
Notes
Consolidation to three DRAM makers has moderated but not eliminated the cycle, and AI demand has reshaped its current phase.
Related terms
Part of the Memory & Storage glossary, with every term in the topic and the lifecycles, tools and standards that use them.
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