The Doctrine of Eternal Recurrence- (Nietzsche..) Deja’ Vu all over again…
The semiconductor industry has seen this movie before, several times….new entrant into the memory chip industry, disrupts the status quo and goes on to dominate the industry (until the next new entrant…)
The Japanese did it… Read More










The Memory Sector Is Becoming One of the Main Beneficiaries of the AI Boom