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Memory Stocks Dip But AI Demand Soars | Raleigh News
Memory stocks crashed last year after a wild run, with giants like Micron and Samsung dropping over 20% from summer highs — but Morgan Stanley says it might be a buying opportunity. Despite fears around slower PC and phone sales, AI data centers are driving massive, sustained demand, pushing HBM prices up 25% by Q3 and creating a potential shortage that could last through 2027. Companies are locking in multi-year supply deals as the broader chip market recovers. Volatility remains, but the firm sees dips as entry points — watch how long AI demand outpaces supply. Listen in comfort:Get a…
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