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Artificial intelligence (AI) is no longer just driving demand for chips — it’s exposing every weak link in the semiconductor supply chain. GPUs from Nvidia (NVDA) tend to grab the headlines, but memory has quietly become the choke point. Massive AI models need enormous amounts of data moved at blistering speeds in real time, and traditional memory simply cannot keep up. That has created a shortage unlike anything the memory industry has seen in decades.
The question for investors is simple: Which company is best positioned for this moment? Wall Street seems to increasingly believe the answer is Micron Technology (MU).
