Svmuu News: Saxo Markets’ Chief Investment Strategist said that investors are reevaluating a key question: Will the rising prices of memory chips—driven by continued strong demand for AI—begin to curb spending by pushing up costs for electronics manufacturers and consumers? Apple’s recent price hike is seen as one of the clearest signals to date that the industry’s pricing power may come at the cost of future demand slowdown, prompting the market to reassess the investment rationale for AI-related semiconductor stocks. The market no longer views the strong performance of memory chips as a natural tailwind for the broader AI investment theme. While it certainly confirms that demand for AI infrastructure remains robust, it also drives up the costs of building and using AI. (Saxo)