Business · 1h ago
Memory makers face wildest boom-bust cycle yet as AI demand surges
Memory chip makers are riding the most volatile boom-bust cycle in history, driven by AI demand. Prices for DRAM and NAND flash have swung wildly as hyperscalers stockpile chips for AI training. The cycle is expected to intensify as AI infrastructure buildout continues, with no end in sight to the volatility.
Meridian48 take
The article correctly identifies the AI boom as amplifying the memory industry's inherent cyclicality, but it understates how much of this demand is speculative and could reverse sharply.
Read the full reporting
Memory makers are slaves to the boom-bust rollercoaster, and the AI boom is the wildest ride of all →
The Register
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