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AI Boom Fuels Memory Chip Surge | Business and Finance News
Description
The AI surge is fueling a memory chip frenzy, sending Micron and Sandisk soaring — but recent market jitters, inflation fears, and SK Hynix’s expansion have shaken investor confidence. Despite stock dips, both firms are locked in lucrative long-term deals: Micron bets the shortage lasts past 2027, while Sandisk just inked $42B in contracts. Micron, now laser-focused on enterprise data centers, posted stellar Q3 results, while Sandisk, newly spun off, is booming in data center and edge markets. For investors, Micron edges ahead with better valuation and scale — though both are riding the AI memory wave.
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