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On April 10, Nasdaq Inc. announced that global storage giant SanDisk Corporation will be added to the Nasdaq-100 Index before the market opens on Monday, April 20, while giant of SaaS -- Atlassian Corp Plc (TEAM) will be removed.
For over half a century, the central story of the semiconductor industry has been transistor scaling. From 28nm to 7nm, then to 3nm and 2nm, each new process node delivered a dual benefit: higher performance and lower power consumption. But this proven path has now reached an unavoidable ceiling.
The global semiconductor memory industry is currently going through a historic “super cycle” driven by AI. Unlike past cycles led by PCs and smartphones, this one is powered by AI—reshaping the market, technology, and competitive landscape.
