Samsung just printed record profits, so demand isn’t dead. Memory chips going bear while AI capex keeps ramping feels like a sector rotation shakeout, not an AI top. I’m using this to add because HBM and datacenter memory still have years of runway.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.