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JPMorgan Doubles Down: Memory Chip Boom Far From Over, AI Demand Surges

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • JPMorgan's Jay Kwon reaffirms a bullish stance on memory chips, citing supply-demand shortages through 2027 and expanding AI-driven demand from GPUs to CPUs, favoring Micron, Kioxia, and Winbond despite a recent 25% sector correction.
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