Three major producers — Micron, Samsung and SK Hynix — are now trillion-dollar companies. Politicians and Wall Street have taken notice. By Andrew Ross Sorkin Bernhard Warner Sarah Kessler Michael J.
DRAM surged 150% YTD since its April 2026 launch, as HBM chip demand powers AI's leap from theory into real-world applications. DRAM's 150% gain dwarfs SMH and SOXX, but its concentration in just 15 ...
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