This report provides DRAM demand data based on graphics and AI application forecasts. It also analyzes high-bandwidth memory (HBM) trends and changes in the marketplace and forecast data by prices, technology, and density.
The Analyst Team
Lino Jeng focuses on market tracking and DRAM forecasting. Before joining the company, he spent eight years in the marketing group of SK Hynix, where he was the major analyst covering supply and demand analysis for short to long-term dynamics. His duties included forecasting long-term market trend, building corporate-level strategy, as well analyzing supplier strategy. Lino received his degree in business administration from Hankuk University of Foreign Studies, Seoul, Republic of Korea.
Senior Director, Semiconductors
Hear Michael Yang discuss the chip shortage impacts on the technology supply chain and the path ahead for semiconductors in this interview from the DesignCon 2021 conference.
Michael Yang brings a wealth of experience to his key research areas of DRAM and flash memory, and storage solutions that includes solid-state drives (SSDs) and hard-disk drives (HDDs).
Michael can attribute his expertise to many years of high-level work in the memory business of industry majors. At Samsung Electronics, he led product marketing efforts for flash memory components and SSDs, while also expanding the company’s mobile memory business. He also held corporate strategy and product management roles at US chipmaker titan Intel Corp., Western Digital and Fujitsu, the Japanese multinational equipment and services provider. Michael earned his MBA at the University of California in Davis and obtained his Bachelor of Science degree at California Polytechnic State University in San Luis Obispo, California.
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