“And we are looking at this cycle to last until, let's say, you know, safely to say, like, '27. Right? We are looking at, like, kind of four year cycle.”
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DRAM supply-demand imbalance and elevated pricing persist through 2027, with normalization beginning in 2028 or later.
Ray Wong predicts server-driven HBM will be the top priority for memory makers in the next two to three years.
China's national oil companies predict China's overall oil demand will peak by 2027, moved forward from earlier estimates around 2030.
Alexis Maxwell predicts US corn yield will be 182 bushels per acre in 2026, down from 186 in 2025.
Ryan Peterson predicts tariff refunds will occur and be distributed within 2026
Ray Wong predicts Apple will experience meaningful market impact from memory chip costs in the second half of 2026 rather than earlier quarters.
Ray Wong predicts significant new DRAM wafer capacity will come online in 2026 and throughout 2027.
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