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**The CEO of $MU recently hinted that this may no longer be the cyclical fluctuation of the memory market, alternating between boom and bust.**
**What's the biggest reason? The demand from artificial intelligence. π**
**HBM memory used in AI systems requires more production capacity than traditional DRAM memory. As companies continue to shift supply to the AI ββfield, the supply in other areas such as smartphones, automobiles, networking, and DDR4/DDR5 may be severely squeezed. β οΈ**
**Even more alarming is that even with the construction of new factories, it will take years for truly new supply to arrive.**
**Some believe that this memory shortage may last much longer than the market expects.**
**I'd really like to know everyone's opinions:**
**Is this the beginning of a new supercycle for memory stocks�**
**Or is it just another short-lived AI boom? π**