Why This Memory Chip Boom May Have More Staying Power Than History Suggests
AI is boosting memory demand while making it harder to expand supply.
Overview
Memory chip booms rarely last. High memory prices encourage manufacturers to add capacity, which eventually creates too much supply and pushes prices lower.
But today's artificial intelligence (AI)-driven demand for memory could prolong this cycle. Memory manufacturers are struggling to increase production fast enough to keep up with demand.
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Details
Source
Originally published at www.fool.com.
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