Paradox of AI Memory Price Surge…Micron, Samsung, SK Hynix Co-Down

The memory semiconductor industry, previously seen as a major beneficiary of expanding AI infrastructure investments, has entered an unexpected correction phase. Despite Micron Technology reporting record-breaking results, its stock plunged, followed by declines across Asian semiconductor firms like Samsung and SK Hynix. Markets are now analyzing this as a potential turning point in the AI investment cycle.