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AI Memory Shortage Fuels Chip Rally: NVDA, AMD, AVGO in Focus

24/7 Wall St. Read original source (opens in a new tab)
The Story

News Summary

  • AI-driven HBM memory shortage extends into 2026, with Micron's Q3 revenue up 346% YoY.
  • SMH, DRAM, and SOXQ ETFs offer differentiated exposure to chip demand, memory pricing, and equipment capex tied to structural AI growth.
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AMD price history

516.13 +140.00% over the displayed period

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