A powerful rally in memory-chip stocks has stalled as investors reconsider whether record spending on AI data centers could eventually push the DRAM market back into oversupply.
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SK Hynix’s Yongin semiconductor cluster, where new capacity could add to DRAM supply from 2028. Credit: DIGITIMES
A powerful rally in memory-chip stocks has stalled as investors reconsider whether record spending on AI data centers could eventually push the DRAM market back into oversupply.
