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AI Memory Boom Fuels Chip Rally: Micron, SanDisk Lead Surge

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The Story

News Summary

  • AI-driven demand is fueling a historic memory chip boom, with DRAM and NAND prices surging.
  • Micron and SanDisk are locking in long-term supply deals, while hyperscalers like Microsoft, Amazon, and Alphabet ramp AI infrastructure spending, benefiting the broader semiconductor and AI ecosystem.
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NVDA price history

219.34 +22.20% over the displayed period

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