Industry Newsmemory chipsmicronsk hynixcapex

AI Boom Shifts Power To Memory Makers

seekingalpha.com

|January 25, 2026

5.6

Relevance Score

Jefferies says AI-driven market leadership is shifting to memory suppliers such as Micron and SK Hynix as memory prices surge and capital expenditures rise. The firm highlights key risks and current winners.

Scoring Rationale

Analyst-backed market shift assessment supports relevance, but RSS-only summary limits verifiable detail and broader context.

Sources

AI boom is shifting power to memory makers, Jefferies says (MU:NASDAQ)
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AI Boom Shifts Power To Memory Makers

Scoring Rationale

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