Market outlook
Analyst briefingThe DRAM cycle, read from the quoting data
What quoting velocity and contract-spot spreads say about where server memory pricing heads next — and which quarters favour the buyer.
Resources
From the analyst desk.
Commentary, briefings, and playbooks from the team that reads the component markets every day. Every piece starts from live market data and ends with something you can act on.
Shortage watch
AnalysisAI demand collisions: the parts everyone wants at once
How accelerator build-outs propagate into memory and storage allocation risk, and the early indicators worth alerting on.
Obsolescence
WhitepaperDDR4's long goodbye: planning the last-time buy
A framework for sizing last-time buys when a mainstream commodity begins its exit — demand modelling, storage economics, and open-market depth.
Procurement strategy
PlaybookBuy, hold, or hedge: turning forecasts into calendar entries
The decision rules our analysts use to convert a price trajectory and a confidence band into an actual purchasing schedule.
Quality
Field notesCounterfeits are getting better. So is detection.
What current counterfeit techniques look like at the inspection bench, and which laboratory escalations catch what the eye cannot.
Excess & recovery
Analyst briefingDispositioning into a rising market
Why the calendar quarter you sell surplus stock matters as much as the stock itself — with recovery-rate maths worked through.
Briefings are prepared for clients and prospective clients on request; topics above reflect the current analyst agenda and rotate as the market moves.