South Korea's Kospi surged over five percent Thursday after Micron Technology's forecast-beating earnings restored flagging confidence in the AI sector following days of market volatility. SK hynix's announcement of a $29 billion Nasdaq listing to fund chip expansion signals the industry's pivot toward memory capacity as central to AI infrastructure, not merely supporting. Developers and tech leaders should note this shift—AI performance increasingly depends on memory availability, not just processor power.
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