India, June 2 -- The boom in memory semiconductors carries significant risks. Current demand is driven by global big tech firms' astronomical investments in artificial intelligence (AI) infrastructure. Amazon, Microsoft, Google, and Meta's combined AI facility investments this year amount to approximately $725 billion (1,091 trillion Korean won), an 80% increase from last year's $400 billion.

Big tech companies build AI services through large-scale infrastructure investments, generate revenue from these services, and reinvest in AI. If this cycle falters, it could trigger a cascading collapse in the global semiconductor industry. Kye Hyung-kyun, a senior advisor at Samsung Electronics and former CEO, warned at a forum hosted by the Natio...