全球 IO 存储半导体_哪些领先指标仍有效-Global I_O Memory Semis_ Which lead indicator could (still) work_

Global Research ab 16 March 2026 Global I/O Memory Semis Which lead indicator could (still) work? The memory industry has fundamentally changed, raising questions on lead indicators The memory stocks have rallied pretty much continuously since January '23, with the top 3 memory makers' share prices up on average 699%. Key to this has been the fundamental shift in value towards memory in the age of AI compute. This, in turn, has contributed to severe DRAM shortage as HBM takes away more and more of total DRA ...