Has AI Ended the Memory Chip Boom and Bust Cycle for Good?
Micron crossed $1 trillion in market value this week, a milestone that would have sounded absurd to most investors even a few years ago. The memory-chip business has long been one of the cruelest corners of tech: brutal booms followed by catastrophic busts. I’ve covered this story before. Back in 2017, I wrote about Sun … Read more