Memory pricing has fully exploded over the last quarters, driving a surge in memory revenues. Sustainable? We discuss our detailed outlook on the DRAM/HBM space:

Memory & storage stocks sold off as fears of a Samsung chip strike disruption eased + new warnings about future oversupply out of China weighed on the group. Why Seagate led the declines and what insiders are saying about memory prices next year: $MU $STX

Memory chips were the story all week. Then 30Y yields hit 5%, and the market remembered why bonds matter. We asked Aime what happens to memory semis when long yields go this high. Full read + Aime's analysis:

Memory on Claude Managed Agents is now in public beta. Your agents can now learn from every session, using an intelligence-optimized memory layer that balances performance with flexibility.

Memory Genesis Competition 2026 is in last call — submissions close on March 15. You're also welcome to join us on April 4 at the Computer History Museum for an in-person gathering and high-signal conversations with the EverMind core team and leaders across OpenAI, AWS, research institutes, open-source communities, and the investment world. Guess who will you meet? Follow the competition website for the latest updates: #AIMemory# #AgentMemory# #EverMemOS# #AgenticAI# #Hackathon# #Developers# #AIInfra#

"Memory is the missing piece in agentic AI." 🧠 Thank you Weshine for spotlighting the Memory Genesis Competition! EverMemOS—the same tech powering Tanka's organizational memory by our @evermind team - now open for builders worldwide. $80K+ prizes | OpenAI + AWS support | Finals at Computer History Museum Read: Register: #AIMemory#

Memory is the missing piece in agentic AI. Excited to see EverMemOS pushing the boundaries—moving AI beyond context windows into true long-term intelligence. This is how we build agents that remember, learn, and evolve. 🧠

📈 Memory price surge confirmed in earnings: #Samsung# Electronics reported 1Q26 memory ASP up 146% vs 2025 avg, while #SKhynix# flagged mid-60% DRAM ASP QoQ gains with stronger NAND increases.💡More: 🔗