The memory market is dominated by three large players: pure-play memory makers SK Hynix (NASDAQ: SKHY) and Micron Technology (NASDAQ: MU), as well as the conglomerate Samsung . Combined, the three control over 85% of the DRAM (dynamic random-access memory) market and more than 60% of the NAND (flash) market. Soaring demand from the artificial intelligence (AI) infrastructure build-out has created a significant supply-demand imbalance in the memory market, which in turn has driven surging memory prices.
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