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La demanda de chips de IA alimenta la escasez de chips de memoria.

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Cronología del Sentimiento

Cronología de Eventos

Jul 04, 2026
Kioxia ships next-gen memory samples as AI boom fuels dramatic comeback Bullish
Jul 01, 2026
Apple Negotiating To Buy Blacklisted Chinese Chips To Ease AI-Driven Shortage Neutral
Jun 30, 2026
AI Memory Stocks Micron and Sandisk Are Up 200% in the Last … Bullish
Jun 29, 2026
Why Wall Street thinks US memory maker Micron is the next Nvidia Bullish
Jun 26, 2026
Apple Is Rolling Out Huge Price Increases. Here's What Investors Need to … Bearish
Jun 25, 2026
Prediction: Sandisk Will Become a Trillion-Dollar Company by the End of 2027 Bullish
Jun 24, 2026
Micron stock jumps 10% as soaring prices from memory crunch lead to … Bullish
Jun 23, 2026
Why Samsung Electronics’ (SSNLF) 12-Layer HBM4E Push Matters for Its AI Memory … Bullish
Jun 19, 2026
Missed Out on the AI Memory Rally? These 3 Stocks Are Just … Bullish
Jun 18, 2026
Doing the Math: How Micron Stock Could Reach $2,100 by 2028 Bullish
Jun 17, 2026
Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After … Bullish
Jun 15, 2026
Samsung, SK Hynix, and Micron Are Fighting for AI Memory Dominance. Here's … Bullish
Jun 13, 2026
Sandisk Stock Has More Room to Run Even After 660% Rally, According … Bullish
Jun 11, 2026
Better AI Memory Stock: Seagate or Western Digital? Bullish
Jun 10, 2026
Jensen Huang Thinks the Artificial Intelligence (AI) Memory Boom Is Impossible to … Bullish
Jun 08, 2026
Nvidia, SK Hynix In Multiyear Deal To Develop AI Memory Chips; SK … Neutral
Jun 05, 2026
SK Hynix tells investors its US listing plan wins their strong backing, … Bullish
Jun 02, 2026
Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels … Bullish
May 30, 2026
SK Hynix Just Hit a $1 Trillion Market Cap. Here's How You … Bullish
May 29, 2026
Samsung's shares surge as much as 6% company ships next-generation AI memory … Bullish
May 21, 2026
Memory Stocks Tumble After Seagate CEO Raises Eyebrows Bearish
May 18, 2026
Seagate leads memory sell-off as CEO says it would 'take too long' … Bearish
May 10, 2026
The Memory Shortage Is Coming for Big Tech's Bottom Line. This Company … Bearish
May 09, 2026
Micron Stock Is Up 700% Over the Past Year. Its Shares Still … Bullish
May 06, 2026
Apple CEO Tim Cook Just Warned That Memory Prices Keep Rising. That’s … Bullish
May 02, 2026
Prediction: Where Micron Stock Will Be in 5 Years Bullish
May 01, 2026
Samsung reports record quarterly profit as chip income jumps almost 50-fold Bullish
Abr 30, 2026
Samsung profit surges over eight-fold to beat estimates as AI boom fuels … Neutral

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Resumen AI

Qué ocurrió: Micron Technology (NASDAQ: MU) y Samsung Electronics informaron de una fuerte demanda de chips de memoria, impulsada por un auge de la inteligencia artificial (AI) y la construcción de centros de datos. Se considera que las acciones de Micron son baratas pero inciertas, mientras que los beneficios operativos del primer trimestre de Samsung se dispararon más de ocho veces, con los ingresos de los chips aumentando casi 50 veces.

Impacto en el mercado: La demanda de chips de IA está provocando una escasez de chips de memoria, que afecta a los fabricantes de semiconductores como Micron y Samsung. Esto está elevando los precios y provocando escasez de suministro, y Samsung espera que la escasez se agrave en 2023.

Qué observar a continuación: Los beneficios de Micron del 24 de mayo, los planes de gasto de capital de Samsung en los próximos trimestres y el ritmo de la construcción de centros de datos de IA determinarán la evolución de esta narrativa.
Resumen de IA al Jun 30, 2026

Cronología

Última actualizaciónAbr 30, 2026