Semiconductor memory & storage expertise
Doller Consulting Group provides senior-level consulting and expert services across the semiconductor memory and storage industry.
Led by former semiconductor executives Ed and Ellen Doller, DCG brings complementary experience spanning technology, AI memory utilization, product strategy, operations, supply chain, industry economics, intellectual property and litigation.
Two perspectives. One industry.
Memory and storage decisions rarely fit neatly into either a technical or business category. A technology transition changes manufacturing cost. AI workloads reshape bandwidth, capacity and storage requirements. Manufacturing constraints alter market economics. Supply agreements can determine whether a product strategy succeeds.
DCG helps companies, investors, financial institutions and legal teams turn these complex relationships into clear, actionable insight.
Our expertise
Technical depth, operating experience and industry context—brought together for consequential decisions.
DCG helps clients understand memory utilization across AI training and inference and translates changing architectures and workloads into implications for HBM, DRAM, NAND flash and enterprise storage.
Deep experience across DRAM, HBM, NAND flash, SSDs and emerging memory—from device architecture and reliability through products, roadmaps and manufacturing economics.
Executive-level expertise in capacity planning, supply and demand, sourcing, manufacturing strategy, strategic agreements, product ramps and operational execution.
Independent analysis of technology roadmaps, competitive positioning, product strategy, manufacturing economics, partnerships, transactions and investment opportunities.
Technical and business expertise for intellectual-property disputes and other complex matters involving semiconductor memory and storage technologies.
Representative engagements & industry experience
Selected public and nonconfidential examples illustrate the range of DCG’s work.
Advises investment firms on the semiconductor memory and storage industry, with particular emphasis on memory utilization in AI applications, technology roadmaps, competitive dynamics and the implications of AI growth for demand, supply and industry economics.
Provided expert-witness services in litigation involving the semiconductor memory and storage industry, including technical and business analysis relevant to the dispute.
Invited keynote speaker at an Applied Materials event and met with senior executive leadership, including the CEO, to discuss developments and trends in the semiconductor memory and storage industry.
Leadership
Founder & Principal
Technology · Product · Strategy · IP · Litigation
Ed brings more than 40 years of semiconductor memory and storage experience spanning technology development, product leadership, business strategy and executive management. His career includes senior roles at Micron, Numonyx, Intel and IBM.
Managing Partner
Operations · Supply Chain · Business Strategy · Transactions
Ellen brings more than four decades of executive experience in semiconductor operations, supply chain, planning and strategy. Her career includes leadership roles at Solidigm, Intel and IBM.
Expert witness & litigation support
Complex semiconductor matters often require more than explaining how a technology works. They require connecting architecture, product requirements and manufacturing realities to their practical business and economic consequences.
Ed Doller serves as a testifying expert in matters involving semiconductor memory and storage. Ellen Doller does not testify; she supports DCG’s expert-witness engagements through operational, supply-chain, financial and business analysis and contributes to the development and review of expert reports.
Let’s talk
If you are evaluating a memory or storage technology, analyzing an investment, developing a business strategy or need expertise for a litigation matter, we welcome the opportunity to discuss how DCG can help.