Patrick McGoldrick
speaker
252 appearances
1 recordings
1 series
first heard Dec 2025
last heard 18 Dec
Patrick McGoldrick’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
Yeah, it's a tough industry because we do, as you pointed out, Carolyn, we get these cycles and it's boom and bust.
There are a few players, but each of them wants to be first with supply so they can capture the resilient demand, the higher prices, and then inevitably they overbuild, prices come crashing down.
What's different this time perhaps is the strength
of the demand for this new product line because of what we're seeing, obviously, in the build-out of AI data centers.
And if forecasts are correct, and we're going to see years' worth of AI data center build-out, we're going to see that demand sustain at these high levels.
That doesn't mean capacity isn't going to catch up.
Clearly, they're going to try.
And so ultimately prices will come down.
And then, you know, the question becomes, okay, so once we've built these data centers and that build slows down, what is the need for all of those new factories for making memory chips?
So it's a devilishly cyclical industry, very tough.
Yeah, I mean, clearly SK Hynix is involved.
Samsung is a great company.
I'm sure they'll figure this out.
Whether they can add capacity quickly is another question.
But they have the ability to switch capacity between solid-state memory and DRAM, and they'll do that as long as the demand remains.
But even with Micron, I mean, they talked about pulling in the expansion in Idaho from
you know, the sort of fourth quarter or the third quarter of fiscal 27 into the middle of 27.
So maybe moving it up by a quarter.
It's just tough to bring on new capacity.
There are constraints from the equipment suppliers, you know, LAM Research, Applied, ASML.
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