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Memory chips expected to drive most of AI boom semiconductor revenue
The semiconductor industry is projected to reach $1.5 trillion this year, with memory chips providing most of the growth, according to MarketWatch.
MarketWatch says memory chips are emerging as the key building block behind the AI boom, shifting attention toward companies positioned in DRAM and NAND.
The outlet projects semiconductor industry revenue will reach $1.5 trillion this year, with memory chips driving most of the total.
The article frames this as a potential durability for the memory-chip market’s role in AI spending, suggesting Micron’s position could remain central as demand grows.