2025 TechInsights Memory Market Webinar
Join us for the 2025 TechInsights Memory Market Webinar on September 18th, 10:00–11:45 a.m. (KST), where industry-leading experts will share exclusive insights into the future of memory markets.
September 18, 2025 Live Webinar
Mike Howard, Director of Memory Markets, will dive into the DRAM outlook—exploring explosive HBM demand, the accelerating role of datacenters, the impact of edge AI adoption, and why DRAM operating income is set to surpass $400B in 2025. After a short break, Walt Coon, Director of NAND Markets, will reveal how supply strategies, shifting demand patterns, geopolitical risks, and cutting-edge innovations like higher layer counts and hybrid bonding are reshaping NAND’s trajectory.
Memory Market Agenda
DRAM Market Insight, Mike Howard/ Director, Memory Markets
10:10 - 10:55
- HBM demand outlook and potential oversupply
- Timeline for datacenters to capture 75% of DRAM demand
- Need for new memory architectures driven by edge AI adoption
- DRAM operating income projected to exceed $400B from 2025
Break
10:55 – 11:00
NAND Market Insights, Walt Coon/ Director, NAND Markets
11:00 - 11:45
- Fab underutilization and supply discipline strategies
- Diverging demand trends: strong AI server growth vs. weak mobile/PC
- Geopolitical risks from U.S.–China trade restrictions and YMTC expansion
- Technology roadmap evolution: higher layer counts, TLC-to-QLC migration, hybrid bonding
2025 TechInsights Memory Market Webinar
Don’t miss this opportunity to gain actionable market intelligence that will help you stay ahead in the rapidly evolving memory industry.
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