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ClearBridge Investments’ Divya Mathur highlights memory stocks as a prime investment opportunity, citing a sustained surge in chip demand driven by AI growth over the next decade. She identifies the memory sector as the most direct beneficiary of the AI boom, noting that while compute and networking chips are essential, memory is the critical bottleneck for processing large AI workloads. Mathur emphasizes that the rise of AI requires not just general processing power but massive amounts of high-bandwidth memory (HBM) and advanced DRAM, positioning memory manufacturers for strong, long-term growth.
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