AI breaks Korea memory's boom-bust cycle: CLSA

The korea Herald News

June 23, 2026

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AI breaks Korea memory's boom-bust cycle: CLSA

South Korea's memory chip industry is moving beyond its traditional boom-and-bust cycle as artificial intelligence demand pushes major customers to lock in long-term supply at high prices, according to CLSA. Memory has long been highly cyclical: profits rise when supply is tight and fall when capacity catches up. But the rapid growth of high-bandwidth memory, or HBM, and AI servers is changing that pattern, said Sanjeev Rana, head of Korea research at CLSA. The fact that major memory customers

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