Beware the boom and bust cycle of memory stocks, investors warn amid AI excitement
- May 25
- 2 min read
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 long‑term demand, and the counter‑arguments from managers who warn that structural constraints, innovation shocks and momentum crowding still make the sector vulnerable. Lapping’s reminder that “a leopard does not often change its spots” lands at exactly the right moment.
A timely read for anyone following semiconductors, AI infrastructure, or global equity market dynamics.
Read the full article here: Beware the boom and bust cycle of memory stocks, investors warn
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