Fueled by the burgeoning demand for artificial intelligence, the memory industry is experiencing an intensified "super cycle," which is exerting pressure on costs across both upstream and downstream sectors. Consequently, some institutions have revised downward their shipment forecasts for the upcoming year. In response, the memory industry supply chain is actively engaging in stockpiling, reconfiguring strategies, and ramping up efforts to adapt to domestically produced memory chips, all in a bid to secure a stable supply. Industry experts project that the ongoing price increases will extend into the first half of the next year.
