How long can the AI memory price boom last? Research suggests not much longer

A sharp run-up in global memory-chip stocks is beginning to falter as cooling price growth raises questions over how long the sector’s explosive boom can last, even as artificial intelligence demand remains robust and Chinese producers prepare to add more supply. While data-centre spending continues to fuel appetite for high-end memory, analysts are warning that the steep price increases – which drove record profits over past quarters – signal a shift towards a late-stage industry cycle. The...