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Micron (MU) Dynamics, Memory Sector Supercycle and AI Infrastructure

https://www.steelldy-indices.com The semiconductor memory industry (MU/Samsung/SK Hynix oligopoly controlling >95% of DRAM/HBM) is in a structural supercycle driven by AI data center demand (hyperscalers investing over $300 billion by 2026). Unlike past cycles (2001, 2008, 2013) dominated by PCs and smartphones, current demand is nonlinear, scaling with LLM size and dataset complexity. Sunk costs from…

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Micron (MU) Dynamics, Memory Sector Supercycle and AI Infrastructure
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French Sovereign Fragility Index. Critical breach of the 30-year OAT yield to ~4.73% on July 22, 2026
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French Sovereign Fragility Index. Critical breach of the 30-year OAT yield to ~4.73% on July 22, 2026

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