Paradis(@ParadisLabs):Even with global Memory capacity expanding by ~20% annually from 2026-2028 per recent estimates, it's hard to see a situation where the supply/demand inbalance closes. According to JPM, they believe 300k additional wafer capacity is needed for the supply/demand picture to be balanced in 2028. I'm not sure how realistic this is though, especially when you consider that sell-side firms have barely even considered that memory demand will keep expanding from GPU to CPU.

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Paradis@ParadisLabs

2026.09.25 11:35

Even with global Memory capacity expanding by ~20% annually from 2026-2028 per recent estimates, it's hard to see a situation where the supply/demand inbalance closes. According to JPM, they believe 300k additional wafer capacity is needed for the supply/demand picture to be balanced in 2028. I'm not sure how realistic this is though, especially when you consider that sell-side firms have barely even considered that memory demand will keep expanding from GPU to CPU.

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