P Equity Research 📰(@pequityresearch):KB Securities: share of memory in AI infrastructure investment is projected to rise from 14% in 2025 to 40% in 2026 and 57% in 2027. $DRAM $EWY $MU $DRAM $SNDK $DISK

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P Equity Research 📰@pequityresearch

2026.09.07 20:57

KB Securities: share of memory in AI infrastructure investment is projected to rise from 14% in 2025 to 40% in 2026 and 57% in 2027. $DRAM $EWY $MU $DRAM $SNDK $DISK