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Memory chip makers are riding an AI wave. Samsung just posted a jaw-dropping 208% profit surge—well above expectations. The culprit? Explosive worldwide demand for AI servers, which sent memory chip prices through the roof. As data centers worldwide race to build out infrastructure for large language models and AI workloads, the scramble for high-bandwidth memory and storage solutions has become intense. This supply crunch is having ripple effects across the entire hardware ecosystem, reminding us how tightly linked enterprise infrastructure buildout is to semiconductor pricing cycles.