Tom Minnelli
Vice President of device and consumer research at IDC, providing industry analysis on memory, PC, and data center market trends.
Best podcasts with Tom Minnelli
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Jan 13, 2026 • 8min
AI is eating up the world's computing memory
In this discussion, Tom Minnelli, Vice President at IDC, provides insight into the booming demand for high bandwidth memory crucial for AI applications. He reveals the key role of a handful of companies producing these memory chips amid a global shortage impacting consumer electronics, PCs, and smartphones. The conversation explores how this scarcity may last until 2026 or 2027, affecting pricing and availability for gamers and everyday consumers alike, creating tough choices for device upgrades.
Jan 13, 2026 • 8min
AI is eating up the world's computing memory
Tom Minnelli, VP of device and consumer research at IDC, explores the powerful intersection of AI and memory demand. He discusses how high-bandwidth memory, crucial for AI operations, is fueling a global shortage impacting PCs and smartphones. Minnelli also reveals that a few companies dominate HBM production, while Micron’s exit from consumer RAM poses challenges. He predicts these memory shortages might linger until 2026 or beyond, affecting consumer choices and pushing gamers towards AI-ready PCs with higher RAM requirements.
