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Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative

Levi Li, DIGITIMES Asia, Taipei 0

Credit: AFP

On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%, Western Digital fell 8.6%, while SanDisk and Seagate Technology each declined more than 6%.

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