Insight: Beyond the Supercycle: Enter the Memory Hypercycle
1 Min Read Oct 21, 2025
Explore how AI is driving the Memory Hypercycle as DRAM, NAND, and HDD rise together amid tight supply and data growth.
AI has triggered a structural transformation in the memory market. DRAM, NAND, and HDD are rising together amid tight supply and multi-year underinvestment. This synchronized expansion, driven by compute intensity, data growth, and the feedback loop between AI training, inference, and monetization, marks the beginning of the Memory Hypercycle, a phase that surpasses any prior supercycle in scope, duration, and strategic importance.
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