The AI boom is transforming memory chips from a boom-and-bust commodity into a strategic, high-stakes bet, upending the business model that has sustained SK Hynix, Samsung and Micron for decades. That is the argument advanced in a Bloomberg Opinion analysis by Parmy Olson, which contends that the surge in demand for AI-specific memory is pushing the industry away from its familiar cyclical rhythm toward one that requires far heavier financial and strategic gambling.
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