The Evolving Memory Market: Strategic Lessons and Supply Chain Implications
For years, the memory market followed relatively predictable cycles. That model is no longer reliable.
What we are seeing now is a structural shift, driven by uneven technology transitions, concentrated demand from AI and data center infrastructure, and tighter supply conditions across key components. The result is a more complex and sustained demand environment that is reshaping how organizations plan, source, and manage risk.
In this session with guest speakers from Converge and SiliconExpert, we break down the forces redefining the memory market and what they mean for supply, pricing, and availability across DRAM, NAND, and legacy technologies.
Attendees will gain a clearer understanding of where traditional sourcing assumptions are falling short, where exposure is increasing, and how leading supply chain teams are adapting their strategies.
Backed by trusted third-party component intelligence and market data, this webinar connects real market signals to practical implications, helping organizations move from reactive decisions to more resilient, forward-looking supply strategies.
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SiliconExpert is a leading comprehensive database of over a billion components offering insights needed to mitigate risk from development, to production, and through full product lifecycles.
Meet the Speakers
Paul Zecher
Global Director Cloud and Computing, Global Commodity Mgr. / Memory
Paul Zecher is Global Director of Cloud and Computing and Global Commodity Manager for Memory at Converge, with over 30 years of experience in the global memory market. For more than three decades, Paul has specialized in memory sourcing and commodity strategy, working directly with hyperscalers, OEMs, and leading manufacturers.
His work spans supply allocation, pricing dynamics, and technology transitions across all phases of the memory markets. He brings a real-time, practitioner-led perspective on how structural shifts in the memory market are impacting availability, cost, and long-term supply strategy.
Dwight Morse
Solutions Architect
Dwight Morse is a Principal Solutions Architect at SiliconExpert, where he helps organizations translate component data into actionable supply chain and engineering decisions. He specializes in semiconductor lifecycle intelligence, obsolescence risk, and market dynamics, working closely with customers to identify exposure and improve long-term resilience.
Dwight brings a data-driven perspective on how shifts in the memory market are impacting availability, lifecycle planning, and sourcing strategy.