Andrew Feldman

speaker

3,964 appearances 10 recordings 6 series first heard Jan 2026 last heard 10 Jul

Andrew Feldman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in May 2026 with 4.

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And what happens is they place a full year's worth of demand.

And they get the wrong answer back, which is, we don't exactly know when you can have it.

So then their response is, all right, we'll give you 18 months of demand.

So suddenly everybody went from giving six months of demand to 18 months of demand.

All the supply chain is confused.

We were making the exact same amount of memory we are now as we were four months ago.

And what's happened is the signal into the makers has exploded.

And it will take us about 18 months to digest.

The prices will stay high.

This is a known phenomenon in the memory market.

This happens every six or eight years.

What's different right now is the GPUs are using a huge amount of HBM, which is a flavor of DRAM, and they're chewing through that.

And that's maybe leaving a little less for other devices, consumer electronics.

I think the geopolitics are a real issue.

We are well ahead in chip making.

Within a few square miles of Santa Clara, you had Intel, you had AMD, you had Nvidia, you have our team, you have one of ARM's great teams.

You have six of the world's great 10 chip teams.

I think the way you get good at building high-speed chips is to build high-speed chips.

And that's really how you do it.

That's right.

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