🌟🌟🌟 The world is currently in the middle of a memory supercycle that has fundamentally shifted the tech landscape, moving from a period of abundance to one of strategic scarcity.
The current shortage is often called "RAMageddon". This is not a temporary shortage but a structural reallocation of the world's semiconductors.
I believe the memory shortage to persist, resulting in high prices through to 2026.
The reason is that High Bandwidth Memory or HBM for AI consumes about 3 times the wafer capacity of standard RAM.
Therefore memory stocks like SK Hynix, Samsung and $Micron Technology(MU)$ will continue to benefit.
Happy times are here for investors of these stocks.
@Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger
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