AI-Powered Strategies for Global Investors
AI is quietly triggering one of the most powerful – and least understood – supercycles in global markets: the PC memory squeeze. DRAM prices are up triple digits year-on-year, NAND costs are spiking, and suddenly the “cheap, commoditised” memory everyone ignored has become the profit engine of the semiconductor world.– this is the briefing to read before you reposition your portfolio.