---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000849912.md"
description: "Memory Stanley: Memory> Nature of Inflation: Shifted from viewing memory inflation as cyclical to recognizing it as structural.> Demand Dynamics: Moved from the belief that higher prices cannibalize demand to realizing that higher prices and supply scarcity are actually accelerating demand.> OEM Pricing Power: Changed from assuming OEMs absorb higher costs to seeing that OEMs are successfully passing through pricing and margin stacking.> Supply Outlook: Replaced the expectation that supply would eventually catch up with the outlook that supply will remain constrained for years.> Market Drivers: Expanded from a simple refresh cycle view to a combination of refresh, capacity expansion, and pull-forward demand.> Overall Market Impact: Shifted from viewing memory inflation as universally bearish for hardware to understanding that memory inflation creates winners and losers.$Dell Tech(DELL.US) $Hewlett Packard Enterprise(HPE.US) $Super Micro Computer(SMCI.US) $Micron Tech(MU.US) $EWY $DRAM $SK Hynix(SKHY.US)"
datetime: "2026-08-12T00:56:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000849912.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000849912.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000849912.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Memory Stanley: Memory> Nature of Inflation: Sh…


### Related Stocks

- [HPE.US](https://longbridge.com/en/quote/HPE.US.md)
- [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [HPE-C.US](https://longbridge.com/en/quote/HPE-C.US.md)
- [SMCIP.US](https://longbridge.com/en/quote/SMCIP.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [EWY.US](https://longbridge.com/en/quote/EWY.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**