The term “paradigm shift” is often applied casually to what may simply be rapid rotations between fashionable assets, the latest example being the AI-driven semiconductor boom. <\/p>\n
Hyperscalers such as Amazon (AMZ) and Google (GOOG) are spending heavily on data centres containing thousands of AI accelerators. These systems require enormous quantities of high-bandwidth memory for processing and NAND flash for storage, tightening supply and lifting chip prices. <\/p>\n
Micron Technology (MU) produces DRAM, NAND and other memory products, while Sandisk (SNDK) specialises in NAND flash and solid-state storage. Micron rose roughly 700% year over year, and Sandisk gained more than 4,000%. Both have subsequently retreated from their peaks, illustrating how quickly enthusiasm can reverse.<\/p>\n
The excitement created the largest U.S. IPO of all-time in SpaceX<\/a> (SPCX), while SK Hynix<\/a> (00060), a leading supplier of high-bandwidth memory, raised $26.5 billion through the largest-ever U.S. listing by a foreign company. Its ADRs initially surged, but subsequent volatility exposed the risks of buying into peak optimism with SK Hynix down 15% during Asia market hours. <\/p>\n","protected":false},"excerpt":{"rendered":"The term “paradigm shift” is often applied casually to what may simply be rapid rotations between fashionable assets,…\n","protected":false},"author":2,"featured_media":583232,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[261],"tags":[291,289,290,214,18,19,17,82],"class_list":["post-583231","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-bitcoin","tag-eire","tag-ie","tag-ireland","tag-technology"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/116912495365656309","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/583231","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=583231"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/583231\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/583232"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=583231"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=583231"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=583231"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}