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From South Korea to Japan and China, the world’s biggest memory chipmakers will this week seek to quell fears that AI spending is outpacing future demand. How they handle back-to-back earnings disclosures and investors’ questions will help determine the trajectory for markets and shed light on the broader outlook for the artificial intelligence industry.
document fetched 2026-10-27 02:54 · canonical https://bloomberg.com/news/articles/2026-10-26/memory-titans-test-ai-demand-while-bubble-fears-transfix-markets