"No AI Without K-Memory… Korea to Lead the Korea-U.S.-Japan Chip Alli"

[By Jeong-nam Kim, Edaily] “The cycle we once knew is no longer available.” In the semiconductor industry, this is the remark now being made about the unusually sharp rise in memory chip prices.

For a long time, the memory market followed a boom-and-bust cycle tied to PCs and smartphones, known as the “Olympic cycle.” However, the situation has now changed.

The rise of artificial intelligence (AI) infrastructure has created structural, long-term demand for memory chips.