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Analysts pointed out that demand for DRAM/HBM memory surged in AI data centers, leading to tight supply. Micron, Samsung, and SK Hynix benefited from this, while PC and smartphone foundries faced higher material costs.

Zhitongcaijing·01/02/2026 15:17:03
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Analysts pointed out that demand for DRAM/HBM memory surged in AI data centers, leading to tight supply. Micron, Samsung, and SK Hynix benefited from this, while PC and smartphone foundries faced higher material costs.