Threat of Chinese Overcapacity Looms Over Memory Chips

Threat of Chinese Overcapacity Looms Over Memory Chips · The Wall Street Journal

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Investors are worried that a huge production increase from China could derail the recovery of the memory-chip market. The boom in artificial intelligence has driven strong demand for high-performance memory chips, especially for SK Hynix and Micron. Samsung, the market leader for the overall memory market, has lagged behind its rivals.