Feldman: Memory market will take 18 months to digest surge, keeping prices high
Andrew Feldman · Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos! · Jan 23, 2026 · at 1:04:41
Andrew Feldman, CEO of Cerebras Systems, addresses the severe global memory shortage caused by surging demand for High Bandwidth Memory (HBM) in AI chips.
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“And it will take us about 18 months to digest. The prices will stay high.”
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