Hwang
Research director at Counterpoint Research with extensive experience in the memory industry, providing market analysis and technical insight on DRAM, NAND and AI-driven memory demand.
Best podcasts with Hwang
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Feb 4, 2026 • 33min
How AI Created an Unprecedented Memory Chip Crisis
Vlad Savov, Bloomberg News technology editor who covers consumer and data-center tech. MS Hwang, research director at Counterpoint Research and memory-market specialist. They explore the sudden DRAM and NAND scarcity, why high-bandwidth memory is critical for AI, how panic ordering and geopolitical shifts worsened supply, and which firms and Chinese upstarts are racing to close the gap.
