The Future of Semiconductor Memory is a rabbit hunt.

The current memory boom we are experiencing is not new. What might be new is that one of the regulating factors that limit memory pricing is not working anymore. Most memory has been bought by consumers and increases in pricing has dampened the consumption. However, the current memory boom is driven by a new market that worries less about pricing than consumers do. This could mean a fundamentally different memory market in which the normal supply and demand equation is suspended. Right now the supply side of the equation is trying to hunt the demand rabbit – with little luck. Limited capital investments, too late have given the rabbit a head start and pricing is skyrocketing. This should normally curb demand which has not happened yet.

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