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The world is currently in the middle of a memory supercycle,
This supercycle fundamentally changes the technological landscape,
Shifting from a period of abundance to a period of strategic scarcity.
The current shortage is often called "Doomsday." This is not a temporary shortage but a structural reconfiguration of the world's semiconductors.
I believe memory shortages will continue, leading to high prices lasting until 2026.
The reason is that wafers used for high-bandwidth memory (HBM) for AI consume about three times the capacity of standard RAM.
Therefore, companies like Hynix, SanDisk, and Micron Technology $MU will continue to benefit.
For investors in these stocks, the good times have arrived.