The memory semiconductor sector is back in the spotlight — and Andrew Lapping’s latest comments capture exactly why investors should stay alert. Coverage for Andrew Lapping from Ranmore Fund Management in CNBC highlights his view that, despite the AI‑fuelled surge in demand for high‑bandwidth memory, the industry’s historic boom‑and‑bust pattern hasn’t disappeared. This article explores the sharp rally in Samsung, SK Hynix, Micron and others, the belief that AI could reshape