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Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers — forecasts suggest that 2026 revenue will skyrocket thanks to data center demand

March 22, 2026
Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers — forecasts suggest that 2026 revenue will skyrocket thanks to data center demand

The artificial intelligence supercycle is reshaping the semiconductor and electronics industries, as the scale of the AI infrastructure buildout strains the entire supply chain. While developers of A… [+4922 chars]