AI Memory Chip Shortage Drives 'Supercycle' Through 2027
Memory chip stocks surged on Monday as an AI-driven shortage continues to reshape the semiconductor industry, with analysts predicting the supply crunch will extend well into 2027. Sandisk led the rally with a 16% gain, followed by Western Digital (+10%), Micron (+6%), and Seagate Technology (+6%), as investors bet on what William Blair analysts are calling a “supercycle in full force.”
According to tech intelligence firm IDC, the industry is experiencing an “unprecedented …