Memory chipmakers rise as global supply shortage whets investor appetite
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Shares of leading memory chipmakers surged as investors anticipate further price increases due to a global supply shortage driven by rising demand for AI infrastructure. Samsung's co-CEO described the situation as "unprecedented," with constraints expected to last for months or years. Memory chipmakers are reallocating production to high-bandwidth memory for AI, impacting supply for other sectors. Prices have more than doubled in some segments since February 2022. Analysts predict the current market upturn, termed a "supercycle," could extend into 2027.
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