October, 2024 - The Memory Guy Blog

Should We Be Excited About August’s Record-Breaking Semiconductor Market?

Those who regularly read The Memory Guy’s blog posts know that I am concerned that today’s boom will result in a collapse sometime in the near future. With that in mind, my reporting of August’s record-breaking revenue number won’t be treated as a welcome success, but as a good thing to be viewed with some caution.

First the news: The Semiconductor Industry Association (SIA) announced that August semiconductor revenues, as reported in the WSTS 3MMA number (3-month moving average) were Continue reading “Should We Be Excited About August’s Record-Breaking Semiconductor Market?”

3D NAND’s Impact on the Equipment Market

(The following is an update of a post that originally ran on 6 December 2013. It was republished in 2024 as a part of a series on The Memory Guy blog to honor the 3D NAND inventors who have received the 2024 FMS Lifetime Achievement Award.)

A very unusual side effect of the move to 3D NAND was Continue reading “3D NAND’s Impact on the Equipment Market”

Hyperscaler CapEx Significantly Off-Trend

One of the biggest markets fueling today’s memory growth is hyperscale computing. Not just hyperscale computing the way that it’s always been, but hyperscale computing fueled by AI spending.

The Memory Guy decided that this might be a good time to investigate whether a market anomaly might be driving this growth — something that could change at some point to cause Continue reading “Hyperscaler CapEx Significantly Off-Trend”