semiconductor bottleneck

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Investing.comInvesting.com··Nigel Green

Memory Chip Makers Hit $1T Valuations as Wall Street Rethinks AI Supply Chain

SK Hynix and Micron reach trillion-dollar valuations as investors recognize memory chip manufacturers, not just AI software makers, control critical AI infrastructure bottlenecks.
NVDAMETAMSFTMUAMZN+2AI infrastructurememory chips