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Yahoo Finance AIPublished: Apr 4, 2026, 16:01 JST

Google's AI breakthrough may paradoxically increase chip demand for Micron and SanDisk despite efficiency gains, turning a potential threat into investment opportunity.

Google's AI breakthrough may paradoxically increase chip demand for Micron and SanDisk despite efficiency gains, turning a potential threat into investment opportunity.

The Jevons Paradox suggests that improved AI efficiency could lead to greater overall chip consumption rather than reduced demand

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