Meso Aftermath Archived

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

Actividad en declive — la narrativa pierde relevancia.

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Artículos 54

Fuentes 6

Principales Movimientos

Ticker	Sector	Cambio
SE	Retail	-35,3%
STX	Technology	-22,8%
STG	Diversified Consumer Services	-21,3%
WDC	Technology	-20,1%
U	Technology	-15,5%

Cronología del Sentimiento

Rendimiento Sectorial

Rendimiento de las Acciones

Cronología de Eventos

Jul 11, 2026 AI Is Consuming the World’s Memory Supply — Will Apple Pay the … Neutral

Jul 07, 2026 AI chip boom lifts Samsung profits by 1,800% Bullish

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

Artículos Relacionados

Better Buy: Micron or SK hynix for the AI Memory Boom? Nasdaq · Ago 18, 2026 Bearish If the AI Boom Is So Strong, Why Are Memory Stocks Crashing? Yahoo Finance · Jul 16, 2026 Mixed Sandisk Stock Has More Room to Run Even After 660% Rally, According to Bank of … Yahoo Finance · Jun 13, 2026 Mixed Better AI Memory Stock: Seagate or Western Digital? Nasdaq · Jun 11, 2026 Bearish Jensen Huang Thinks the Artificial Intelligence (AI) Memory Boom Is Impossible to Ignore. Here's My … Nasdaq · Jun 11, 2026 Mixed Micron and SK Hynix Cross $1 Trillion Valuations as Chip Shortage Fuels AI Boom Yahoo Finance · Jun 02, 2026 Mixed GoPro Warns It May Not Survive As AI Memory Crunch Bites ZeroHedge · Jun 02, 2026 Bearish SK Hynix Just Hit a $1 Trillion Market Cap. Here's How You Can Buy the … Yahoo Finance · May 30, 2026 Bearish Memory Stocks Tumble After Seagate CEO Raises Eyebrows Yahoo Finance · May 21, 2026 Mixed Seagate leads memory sell-off as CEO says it would 'take too long' to build new … CNBC · May 18, 2026 Mixed Sony, Nintendo grapple with memory price surge as AI boom constrains supply Yahoo Finance · May 09, 2026 Bearish Micron Stock Is Up 700% Over the Past Year. Its Shares Still Look Relatively Cheap. Yahoo Finance · May 09, 2026 Bearish Top AI Memory Stocks for 2026 Yahoo Finance · May 09, 2026 Bearish

Principales Movimientos

Ticker	Sector	Cambio
SE	Retail	-35,3%
STX	Technology	-22,8%
STG	Diversified Consumer Services	-21,3%
WDC	Technology	-20,1%
U	Technology	-15,5%

🤖 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 Ago 11, 2026

Cronología

Visto por primera vezAgo 18, 2026

Última actualizaciónSep 01, 2026