Wall St Engine(@wallstengine):Semi Analysis Dylan Patel: People are like, 'oh, the memory story is overplayed, everyone gets it.' No, no, no — you don't get it. DRAM will double or triple from here still, because that's how much capacity is required, and they have to steal capacity from somewhere else. And the only way to steal capacity in a capitalist economy is demand destruction via higher pricing.

Wall St Engine

@wallstengine

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Wall St Engine@wallstengine

2026.04.23 19:15

Semi Analysis Dylan Patel: People are like, 'oh, the memory story is overplayed, everyone gets it.' No, no, no — you don't get it. DRAM will double or triple from here still, because that's how much capacity is required, and they have to steal capacity from somewhere else. And the only way to steal capacity in a capitalist economy is demand destruction via higher pricing.