Josephine Lau | Industry Analyst
Yole Group
Josephine Lau is a seasoned expert in the memory and storage industry and a key contributor to Yole Group’s market intelligence activities, with a focus on the global NAND and DRAM sectors. As a co-author of several of Yole’s flagship memory market reports, she brings sharp analytical insight and a deep understanding of technology, market dynamics, and competitive shifts. Prior to joining Yole Group, Josephine spent more than a decade in the memory and storage ecosystem across roles in Business Strategy, Financial Analysis, and Business Development. Most recently, she held impactful positions in Investor Relations and Strategic Sourcing at Seagate Technology, where she gained a comprehensive, end‑to‑end perspective of the semiconductor storage supply chain.
Appearances:
Future of Memory and Storage - Day 1 @ 10:05
The Rhythm of Memory Market: Cycles, Inflection Points, and What Comes Next
This session breaks down DRAM and NAND market trend into insights that help explain today’s environment and what’s likely ahead. We highlight the key signals that have reliably marked past turning points and show how those same indicators are shaping the current cycle that is accelerated and reshaped by AI-driven demand.
The discussion also examines China’s expanding role as both a major consumer and an emerging supplier of memory influencing global trends.
Attendees will walk away with an understanding of where the industry stands today, what history tells us about the next phase, and how China’s trajectory factors into the outlook.
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