Bank of America argues memory chip stock selloff is excessive, citing robust AI capital expenditure as the true measure of demand rather than efficiency metrics, with AI spending projected to exceed $1 trillion by 2030 and Micron trading at historically low levels despite margin concerns.
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BofA - Memory Chip Stock Selloff Overdone, AI Spending Remains Robust
Bank of America argues memory chip stock selloff is excessive, citing robust AI capital expenditure as the true measure of demand rather than efficiency metrics, with AI spending projected to exceed $1 trillion by 2030 and Micron trading at historically low levels despite margin concerns.
Micron Technology extends losses to four consecutive sessions despite beating Q2 earnings expectations, falling 14% since results as profit-taking intensifies following 300% annual surge, with analysts citing concerns over peak margins and rising capex despite strong AI memory demand positioning
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Micron Falls for Fourth Straight Day Despite Earnings Beat on Profit-Taking
Micron Technology extends losses to four consecutive sessions despite beating Q2 earnings expectations, falling 14% since results as profit-taking intensifies following 300% annual surge, with analysts citing concerns over peak margins and rising capex despite strong AI memory demand positioning
[HBM Competition] Samsung Electronics Takes the Lead—Can HBM4 Reshape the Market?
Samsung Electronics has begun mass production of HBM4, aiming to challenge SK hynix’s dominance in the AI memory market as competition with Micron intensifies.
U.S. stocks closed slightly lower after a strong jobs report triggered profit-taking, while the dollar and oil prices rose and the yen surged. Fed rate cut expectations shifted, and Micron shares jumped on HBM4 shipment news.
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[Dealing Room 24 Hours – Key International Economic News to Watch]
U.S. stocks closed slightly lower after a strong jobs report triggered profit-taking, while the dollar and oil prices rose and the yen surged. Fed rate cut expectations shifted, and Micron shares jumped on HBM4 shipment news.
South Korea's KOSPI index broke the 5,400 barrier for the first time, surging over 1% as Micron's HBM-driven semiconductor rally lifted Samsung Electronics and SK hynix, despite weaker U.S. markets.
#YonhapInfomax #KOSPI #MicronTechnology #SemiconductorRally #SamsungElectronics #SKHynix #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket https://en.infomaxai.com/news/articleView.html?idxno=105119
KOSPI Breaks Through 5,400 for First Time—Micron-Led Semiconductor Rally Drives 1% Surge
South Korea's KOSPI index broke the 5,400 barrier for the first time, surging over 1% as Micron's HBM-driven semiconductor rally lifted Samsung Electronics and SK hynix, despite weaker U.S. markets.
Micron Shares Surge 7% After Dismissing HBM4 Supply Rumors—'Shipments Already Underway'
Micron Technology shares jumped 7% after the company dismissed rumors of losing Nvidia's HBM4 supply deal, confirming mass production and ongoing shipments.
Micron Technology said a memory chip shortage has accelerated and reiterated that the crunch would last beyond 2026 due to a surge in demand for high-end semiconductors required for AI infrastructure.
https://www.japantimes.co.jp/business/2026/01/19/tech/micron-ai-memory-crunch/?utm_medium=Social&utm_source=mastodon #business #tech #micron #semiconductors #ai #nvidia #microntechnology
Micron says AI-driven memory crunch is ‘unprecedented’
The Nvidia supplier said the shortage has accelerated and reiterated that the crunch would last beyond 2026 due to the surge in demand.
KOSPI Eyes 4,900 Amid Rapid Gains—'Focus Shifts to Q4 Earnings Season'
South Korea's KOSPI continues its record-breaking rally, approaching 4,900 amid concerns over rapid gains, as investors turn their focus to the Q4 earnings season and sector rotation.
[New York Stock Market - First Report]Micron Slips After Strong Run Amid Market Highs Pressure
U.S. stocks closed lower as valuation concerns persisted, while Micron Technology advanced into the top 20 by market cap amid a global memory chip shortage.
New York Stocks Open Mixed as Semiconductor Rally Continues
U.S. stocks opened mixed as semiconductor shares extended gains, with Micron and AI-related stocks rallying, while geopolitical risks capped broader market advances.
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