Memory makers are slaves to the boom-bust rollercoaster, and the AI boom is the wildest ride of all

Memory makers SK Hynix, Micron, and Samsung are experiencing revenue growth due to the AI boom, but face potential shortages and high prices as new semiconductor manufacturing facilities take years to become operational. Investments in new fabs by these companies and governments, including a $576 billion initiative in South Korea, highlight the industry's complexity and long lead times.