AI Triggers a New Memory Super Cycle

Crowding-Out Effects Reshape the Flash Supply Chain as Macronix Positions for the Next Phase  As 2026 commences, the global memory market appears to be entering a new “super cycle,” shaped by the convergence of multiple structural forces. On the surface, the market’s strong recovery is widely attributed to aggressive procurement of high-bandwidth memory (HBM) by hyperscale data center operators, tightening supply […]
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