Meet ‘Memi,’ the $3 trillion memory boom powering small-caps, emerging markets, and Japan - Fortune

fortune.com 2026-07-23 Fortune

Entities

Companies:Micron Technology SK Hynix Samsung Taiwan Semiconductor Manufacturing Company Tokyo Electron Kioxia Roundhill Investments Harbor Capital

People:Spenser Lerner Sanjay Mehrotra

Technologies:DRAM AI models memory chips semiconductors EU V

Tags

Memory Chips Semiconductor Industry AI Chips Small-Cap Stocks Emerging Markets Japanese Stocks DRAM Storage Technology Tech Stocks Market Trends Supply Chain Investment Analysis

News Summary

The 'memi' sector—combining 'memory' and 'semiconductors'—is driving stock market gains this year, though it lacks a dedicated market tracker. As large tech firms race to build data centers for AI, de... Read original →

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