A trend that we are watching closely at I/O Fund, heading into 2022, is the memory market. Memory storage is struggling to keep pace with the explosion and data that's being created in the cloud environment so 2022 might be a big year as new technologies hit the market. Tech Analyst Bradley Cipriano touches on what these new technologies are and who's likely to benefit in 2022.
A major new technology is 3D NAND. Key players that have innovated around this technology are Micron and Samsung.
The chart below displays the TTM Capex of prominent companies in the memory market, highlighting that investments are being made now in anticipation of strong demand in the future.
