The AI Memory Trade
Memory prices up 187% this year...
Memory is becoming the hottest trade in AI.
HBM supply is fully booked to 2026, DRAM prices have jumped 187% YoY, and device makers are running on thin inventory.
This report breaks down the memory squeeze—and the best tickers to ride it.
Source: Reuters
Key Report Insights:
HBM Locked Out: Supply sold out to 2026; DRAM +187% YoY.
Supply Choke: Big four cut NAND, driving a margin-tight cycle.
China Delayed: Stuck at HBM2; advanced nodes remain years out.
HBM Rerate: Market tracks toward $130B on AI/HPC pull.
Earnings Torque: Hynix, Micron, Samsung profits surge on tight supply.
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