The AI boom is supercharging demand for DRAM (the high-speed memory chips essential for everything from data centers to your devices), but the supply side remains incredibly concentrated. ๐ข Samsung (~39% share) leads the pack ๐ข $SKHY (~29%) ๐ข $MU (~23%) Together, these three control ~90% of the global DRAM market. ๐ช๐ต๐ ๐๐ต๐ถ๐ ๐บ๐ฎ๐๐๐ฒ๐ฟ๐ ๐ณ๐ผ๐ฟ ๐ถ๐ป๐๐ฒ๐๐๐ผ๐ฟ๐: โ DRAM is cyclical by nature, but AI-driven demand (HBM, servers, etc.) is creating a structural tailwind. โ Pricing power stays with the Big Three due to high barriers to entry (huge capex, tech complexity). โ Smaller players like Chinaโs CXMT are trying to catch up but still lag significantly. The AI memory boom is reshaping profits far more than the competitive hierarchy, at least for now.
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