Video · Business

Why AI Makes Memory Demand Less Cyclical

Source: Bloomberg Technology 25 Jun 2026

Brief

Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the ...

Why It Matters

Perubahan kitaran permintaan memori akibat AI boleh menjejaskan strategi pelaburan dan rantaian bekalan semikonduktor.