Investors are betting that AI spending will generate years of strong profits for memory chipmakers, though skeptics question whether the industry's history of boom-and-bust cycles has truly changed. https://www.japantimes.co.jp/commentary/2026/06/07/world/chipmakers-trillion-dollar-question/?utm_medium=Social&utm_source=mastodon #commentary #worldnews #halo #semiconductors #chipmaker #tech #samsungelectronics #skhynix #micron #southkorea
A trillion-dollar question for memory chipmakers

We are only in the second year of the AI boom, making it too early to know if it will outlast past cycles.

The Japan Times