$MU$SKHY$DRAM A common argument in memory investing is: "It's cyclical. The same cycle will repeat." But the AI era may be changing the equation. HBM requires significantly more manufacturing capacity per bit than traditional memory, while long-term agreements across the industry suggest customers are prioritizing supply security. The question isn't whether memory remains cyclical it probably will. The bigger question is whether AI-driven demand has created a different cycle structure than previous generations. Are we looking at another memory cycle, or the beginning of a more structurally supported demand environment?
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