Memory Model

The SemiAnalysis Memory Model provides a comprehensive analysis of the global DRAM and NAND flash markets. It tracks supply-demand dynamics from 2022 to 2027, covering wafer capacity, technology nodes, die yields, and bit supply. The model provides detailed demand estimates, pricing forecasts, and vendor-level analysis for gross margins and capital expenditures. A key feature is its in-depth tracking of High Bandwidth Memory (HBM) pricing and shipments, which is aligned with research on global AI accelerator shipments.