The memory crisis isn't slowing down

Sean Dougherty, VP of Sales at Everspin Technologies, speaks with Robert Quinn on the current semiconductor memory shortage, driven by surging AI workloads and severe supply allocation constraints. Instead of a simple shortage, the market is being reshaped as manufacturers prioritize high-bandwidth memory (HBM) and advanced DDR, leaving legacy and mid-tier memory customers with limited access and longer lead times. This situation opens up opportunities for second-source memory technologies like MRAM, which are positioned to benefit from long-term shifts in memory architecture and AI infrastructure demand.

Watch the full discussion to hear Sean's perspective on the rapidly-changing memory industry: https://www.youtube.com/watch?v=uxkeqfoNxYA