US EditionMemory Chip Crunch to Persist Even as Samsung, SK Hynix, Micron Boost Production
Industry supply will remain short due to strong AI-driven demand for high-bandwidth memory and NAND, despite capacity growth by Samsung, SK Hynix, and Micron, analysts say.
5 Articles
5 Articles
Jim Cramer Says AI Stocks Micron and Sandisk (Up Over 600% Since January 2023) Can Go Even Higher
Key PointsJim Cramer says semiconductor companies that specialize in memory chips still have room to run because of an unprecedented supply shortage.Micron is gaining market share in DRAM and NAND flash memory, and the current share price is reasonable compared to forward earnings estimates.Sandisk is gaining market share in NAND flash memory, but the current share price looks very expensive compared with forward earnings estimates.10 stocks we …
Kioxia has officially hung the “Sold” poster of “Sold Out”. The memory crisis gets a little worse as January progresses, where we have gone from what was previously a rumor to certainty, because the literal message that the company moves is hard: all the production capacity of NAND Flash of Kioxia planned for that year 2026 is already compromised. There are no free volumes, there is no margin for additional orders and there is, at least for now,…
Micron Technology plans to acquire a $1.8 billion PSMC factory in Taiwan to boost DRAM production and meet the strong demand for storage chips. Production is scheduled to start in 2027.
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- 67% of the sources lean Left
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