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AI Demand

AI Platforms Memory Solutions Infrastructure Spending Market Expectations Oracle Growth Chip-Making Equipment Capital Expenditure AI Workloads Memory Chips Intel Nvidia Custom AI Chips AI in Semiconductors AI Chips Chip Production Market Impact Tech Companies Market Trends Applied Materials Products Oracle Cloud Infrastructure

Micron Slides as Samsung Strike Threat Roils Tight AI Memory Market

A threatened Samsung walkout could tighten an already scarce supply of AI memory chips.

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Apple and Intel Reported to Reach Framework for Limited Chip Production

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis