On-demand webinar JPM Analyst Insights: Memory Supply, Pricing Pressure, and What Comes Next
By Insight Editor / 24 Apr 2026 / Topics: Devices , Device lifecycle , Modern workplace , Procurement
Memory pricing and availability are being shaped by multiple forces — from shifting demand signals to supply chain constraints and inventory positioning. In this live session, you will hear directly from Joseph Cardoso and Prashant Singh on what is driving current market conditions and how to think about the outlook.
What you’ll learn:
- How current supply chain dynamics are influencing component availability and lead times
- What is driving memory pricing pressure right now
- Signals to monitor as conditions shift — and what they may indicate
- Planning considerations for forecasting, procurement timing, and customer guidance
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.
