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Permintaan chip AI mendorong krisis chip memori.

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

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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

Mei 30, 2026 SK Hynix Just Hit a $1 Trillion Market Cap. Here's How You … Bullish

Mei 29, 2026 Samsung's shares surge as much as 6% company ships next-generation AI memory … Bullish

Mei 21, 2026 Memory Stocks Tumble After Seagate CEO Raises Eyebrows Bearish

Mei 18, 2026 Seagate leads memory sell-off as CEO says it would 'take too long' … Bearish

Mei 10, 2026 The Memory Shortage Is Coming for Big Tech's Bottom Line. This Company … Bearish

Mei 09, 2026 Micron Stock Is Up 700% Over the Past Year. Its Shares Still … Bullish

Mei 06, 2026 Apple CEO Tim Cook Just Warned That Memory Prices Keep Rising. That’s … Bullish

Mei 02, 2026 Prediction: Where Micron Stock Will Be in 5 Years Bullish

Mei 01, 2026 Samsung reports record quarterly profit as chip income jumps almost 50-fold Bullish

Apr 30, 2026 Samsung profit surges over eight-fold to beat estimates as AI boom fuels … Neutral

Penggerak Teratas

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

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Apa yang terjadi: Micron Technology (NASDAQ: MU) dan Samsung Electronics melaporkan lonjakan permintaan untuk chip memori, didorong oleh ledakan dalam kecerdasan buatan (AI) dan pembangunan pusat data. Saham Micron dianggap murah tetapi tidak pasti, sementara laba operasi Samsung pada kuartal pertama melonjak lebih dari delapan kali lipat, dengan pendapatan chip melompat hampir 50 kali lipat.

Dampak pasar: Permintaan chip AI memicu kekurangan chip memori, yang memengaruhi produsen semikonduktor seperti Micron dan Samsung. Hal ini mendorong harga naik dan menyebabkan kekurangan pasokan, dengan Samsung memperkirakan kekurangan tersebut akan semakin dalam pada tahun 2023.

Yang perlu diperhatikan selanjutnya: Laporan pendapatan Micron pada 24 Mei, rencana belanja modal Samsung dalam beberapa kuartal mendatang, dan laju pembangunan pusat data AI akan menentukan evolusi narasi ini.

Tinjauan AI per Agu 11, 2026

Lini Waktu

Pertama TerlihatAgu 18, 2026

Terakhir DiperbaruiSep 01, 2026

Permintaan chip AI mendorong krisis chip memori.

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