Webinar JPM Analyst Insights: Memory Supply, Pricing Pressure, and What Comes Next May 15, 2026 | 11 a.m. ET/8 a.m. PT
By Insight Editor / 24 Apr 2026 / Topics: Devices , Device lifecycle , Modern workplace , Procurement
Supply chain challenges in the IT hardware market continue to evolve, driven by persistent memory constraints, rising processor demand, and accelerating AI investments. In this live analyst‑led fireside chat, we’ll cut through the noise to share expert, market‑level insights on what’s really happening across devices, data centers, and AI workloads. Plus, how organizations should handle cost, availability, and long‑term planning.
What you’ll learn:
- How current supply chain dynamics are influencing component availability and lead times
- Which products and workloads are most impacted
- Pricing realities in today’s market and how OEMs are responding
We’ll conclude with a forward‑looking discussion on how Insight is positioned to help organizations navigate these market dynamics — translating analyst insight into practical strategies across sourcing, lifecycle planning, and cost optimization.
Presented by:
Joseph Cardoso
Vice President, Equity Research IT Hardware & Networking Equipment, J.P. Morgan
Joseph Cardoso is a Vice President on J.P. Morgan’s IT Hardware & Networking Equipment equity research team, which launched coverage in early 2018 and has since been top-ranked in the Institutional Investor survey for both the IT Hardware & EMS sector and the Telecom & Networking Equipment sector. Prior to joining J.P. Morgan, he spent four years as a member of Cross Research’s Technology Supply Chain equity research team.
Prashant Singh
Vice President, Revenue Operations & Partner Alliances, Insight
Prashant Singh leads revenue operations and partner alliances at Insight, partnering with sales and go-to-market teams to help customers navigate technology planning and purchasing with greater clarity and confidence.
