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memory capacity

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2026 by Ben Thompson · across every show →

Everything said about memory capacity, oldest first

Feb 12, 2026 neutral
Prediction Open · timeframe Feb 2029
Ben Thompson: The semiconductor market will have excess memory capacity soon
“We're going to believe it or not. We are going to have too much memory capacity in a few years because we have such a shortage right now.”
Ben Thompson Feb 12, 2026 ▶ 1:07:56 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
Apr 7, 2026 bearish
Prediction Not checkable as stated
Pichai: Leading memory makers cannot rapidly expand short-term capacity
“There is no way that the leading memory companies are going to dramatically improve their capacity. So you have those constraints in the short term, but they get more relaxed as you go out.”
Sundar Pichai Apr 7, 2026 ▶ 30:54 The history and future of AI at Google, with Sundar Pichai
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