AI has made memory chips one of the world’s most profitable products
- May 3
- 1 min read
WALL STREET JOURNAL — While fears grow over whether AI services will eventually reap big profits, an epic windfall is flowing to the companies involved in the build-out of related infrastructure.
The historic run doesn’t look likely to end soon. Based on Samsung’s prebooked orders, the supply crunch is expected to grow worse next year, said Jaejune Kim, the company’s executive vice president for memory. “The available supply is far short of customer demand,” he said on a Thursday earnings call.
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