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Beware the boom and bust cycle of memory stocks, investors warn amid AI boom
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- London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S.
- The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM.
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London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market's cyclicality at their own risk.
The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM.
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