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Commentary: Memory boom driven by DRAM now, but HBM will decide future

Amy Fan

Amy Fan

, commentary

Jun 5, 2026, 09:37 0

Credit: Samsung

AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported strong earnings, prompting the market to reassess the strategic role of...

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