Source

User-flagged ("this is a good newsletter actually"). SemiAnalysis (Dylan Patel, Ray Wang, Myron Xie +2) — the top-tier semiconductor research shop — published "Memory Mania: How a Once-in-Four-Decades Shortage Is Fueling a Memory Boom" (Feb 6, 2026, paid; only the free preview is captured here). It is a direct, authoritative confirmation — and escalation — of the memory-supercycle thesis: the structural-shortage read is not ours alone, the definitive supply-side analysts are even more bullish than our posture.