HeyJaredThomas Coughlin
- Indexed articles, last 90 days
- 2
- Latest publication
- Jul 12, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 9, 2026
Latest articles
Memory Capacity Production Slowly Expanding To Meet AI Industry Demand (opens the original)
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As we and others have written about extensively, AI training and inference expansion is severely constrained by the supply of memory, DRAM as well as NAND flash. These solid-state memory technologies are where the data lives to support AI workloads and they have been in increasingly short supply over the last two years. The DRAM and NAND manufacturers have been reporting that they are sold out at least into 2027. As a result, prices have skyrocketed and these products are a serious constraint on
Hard Disk Drive Unit Shipments Could Grow To Support AI Workloads (opens the original)
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The latest Coughlin Associates history and projections for HDD unit shipments are shown in the figure below. Since C3Q 2025 both Seagate and Western Digital have made it difficult to determine just how many HDDs the companies have shipped per quarter. Instead, the companies have focused on total HDD storage capacity shipments rather than also including unit shipment information. As a consequence, our projections for HDD shipments in the second half of 2025 through the first two quarters of 2026
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For yahoo.com, the outlet · Measured Aug 1, 2026
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