---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000762071.md"
description: "I believe the AI memory boom is likely to continue in the near term because enterprise AI infrastructure spending outweighs weaker consumer demand. The share price might be overdone. A healthy pullback is necessary before it go higher.If Apple and Microsoft hike their smartphone device prices, it may slow their sales. In my view, the biggest risks are reduced AI investment and expanding memory supply which could eventually normalise pricing and reduce chipmakers’ record profits. It may take a few years to happen. Stay vigilant if you are the shareholder."
datetime: "2026-06-26T04:40:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000762071.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000762071.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000762071.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# I believe the AI memory boom is likely to continue…


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## Comments (1)

- **Fantastic · 2026-06-26T07:08:01.000Z**: Agree the real risk is supply catching up, not demand cracking. Thats the part every memory bull forgets until its already rolling over. Years away though, like you said.


---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**