#memory
HBM, DRAM, NAND and the storage tiers behind them.
- October's shortage headlines were about memory and chip tools, not GPUs2026-10-19
27 of October's 35 supply-constraint news items named a part we already flag as tight or constrained. Memory and chip tools led; GPUs and power lagged.
- The five AI data center parts this catalog flags as tight or constrained2026-08-30
Of 130 part categories, five carry a supply flag — and four of them sit on the power side of the fence, not in the rack.
What #memory covers in the catalog
The rows these posts are written about. Each page carries the confidence tag on every supplier placement, so you can see what is sourced and what is still a lead.
Parts: DRAM, HBM, fab equipment, leading-edge foundry, 2.5D/3D advanced packaging, passives, large power transformers (345–765 kV) & substations, gas turbines (onsite / behind-the-meter) & HRSGs, grain-oriented electrical steel & amorphous cores
Companies: Siemens Energy, GE Vernova, SK Hynix, Cleveland-Cliffs