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Thursday, 20 August 2026

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Finance

How AI started turning memory into a structural bottleneck

The semiconductor market in early 2026 is experiencing a dramatic reversal that has caught many investors off guard. While Nvidia and other GPU makers trade sideways, memory stocks like SanDisk, Micron, and Western Digi…

Memory chip shortage: How crazy could it get?

Prices of memory are going crazy. SemiAnalysis has been calling this out for over a year since late 2024. The scariest thing is that we aren't even close to the peak. We go through fab by fab production and expansion ve…