The AI Memory Trade Is Crumbling: SanDisk, Micron and Western Digital Extend Brutal Selloff
SanDisk, Micron and Western Digital have lost up to 52% since June. Is China ending the AI memory boom, or is Wall Street overreacting?
Companies that make computer memory chips for AI have dropped a lot in price since June, which means people are worried about whether AI projects will keep buying as much. When you see a big drop like this, it's worth watching if the companies explain what's slowing down—is it really less demand, or just nervous traders?
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