From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test

, DIGITIMES Asia, Taipei

May 27, 2026, 15:49 0

Credit: AFP

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has...

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