27 January 2026 – Memory super-cycle: from demand boom to critical shortages
Is AI creating a new memory supercycle?
In this Amati Insights discussion, Amati fund managers Mikhail Zverev and Graeme Bencke examine the growing importance of memory semiconductors as AI workloads place increasing demands on data centres, networks and connected devices. They discuss supply constraints, memory shortages, semiconductor capital investment and the outlook for DRAM, NAND and high-bandwidth memory, alongside the opportunities and risks facing investors in the sector.
Warning: Capital at Risk. Professional Investors Only.