AIBloomberg Techabout 2 hours ago
Memory Makers Face AI Boom-Bust Cycle
1 min read
SK Hynix and Micron revenues tripled and Samsung's doubled in the last year due to AI demand for HBM, DDR5, and NAND flash. The trio are investing hundreds of billions in new fabs, but new capacity takes at least three years to come online. An IDC report warns memory prices may stay high until at least 2028, threatening AI startups' margins.
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