Trend Notes|South Korea’s $880 Billion Chip Plan Hits Hard; Micron Says the Price Uptrend Is Significantly Slowing

South Korean President on Monday (June 29) announced a massive $880 billion government-private sector plan for chips and AI, with officials revealing DRAM capacity will double within five years. Bears immediately popped champagne: "DRAM prices, are you finally dead this time?" Micron, SK Hynix, Samsung Electronics—are they about to burst? Wait, they say times have changed, and this is the super cycle of the memory industry!
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