$Micron Technology(MU)$ $SK hy

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$Micron Technology(MU)$ $SK hynix(SKHY)$ DRAM.XThe chairman of SK Hynix just pointed out how severe the AI memory shortage is now. He mentioned they're ramping up supply as much as they can, but demand is growing even faster. According to him, AI chip demand next year could jump 60% to over 100% year-over-year, while memory demand is expected to grow around 50% to 60%. The situation has gotten to the point where companies globally are scrambling to secure available memory supply. The takeaway is pretty straightforward: AI demand isn't cooling off—the real constraint is on the supply side. Memory is still one of the biggest bottlenecks in the whole AI infrastructure build-out.

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