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2026-06-06 08:08:25

SK Group chairman sees memory bottleneck persisting through 2030

- > Capacity is expected to double by 2030, but demand will likely outpace that massively, probably by over 5x
In the same week, the market decides to dump memory stocks because of a jobs report
Does that sound like a structural bear thesis, or a buy-the-dip opportunity?

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