Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk - 24/7 Wall St.

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The semiconductor cycle has always moved in waves — shortage, oversupply, correction, repeat. But the current cycle feels different. Demand isn’t just being pulled forward by smartphones or cloud servers. It’s being reshaped by artificial intelligence infrastructure that requires vastly more memory, more bandwidth, and more advanced packaging than the industry was ever scaled to deliver. That imbalance has helped pu

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