Memory Is the New ‘King’ of Chips, Taking Over 50% of Semiconductor Revenue, Susquehanna Says
Susquehanna says memory now drives 50%-55% of semiconductor revenue as AI demand reshapes chip spending and boosts Micron.
Memory chips—the parts that store information—are now half of all chip money because AI computers need lots of storage. When you see chip companies, watch if they're winning at memory, because that's where the biggest money is right now.
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