General Discussion

It’s the same whining from gamers when video card prices shot up when NVIDIA shifted heavily toward enterprise AI customers. Historically memory was considered very cyclical and almost a commodity in the semiconductor world. Memory is now considered one of the major AI/data center bottlenecks and is constrained likely through 2027 at minimum.

That’s why Micron has had a stock run up the way it has. The Korean KOSPI index is up around 100% this year alone because it’s dominated by two memory/semi companies — SK Hynix and Samsung.

Apple is considering sourcing memory from China, but I believe there are restrictions in place. I think they’re hoping all that ass kissing and bribes toward the ballroom will pay off and Trump will ease them.

If this is the bubble it appears to be, they will overproduce, leading to a glut and eventually prices will fall.