Amazon.com, Inc.

Tesla, Inc.

NVIDIA Corporation

Samsung Electronics Co., Ltd.

Taiwan Semiconductor Manufacturing Company Limited

Self-driving cars will be at the head of the trend

Robot market could grow to $1 trillion, says Barclays. Which stocks does it choose?

Walmart Inc.

Exxon Mobil Corporation

Johnson & Johnson

Microsoft Corporation

Investment capital is flowing into chip manufacturing, retail and oil companies

Microsoft and Amazon stocks have lost nearly $1 trillion in capitalization. Where are investors going?

SK hynix Inc.

Micron Technology, Inc.


This is an important milestone against other memory players SK Hynix and Micron

Samsung was the first among its competitors to start shipping new memory chips. Shares jumped

Tokyo Electron Limited

From Nintendo to Apple suppliers, consumer electronics manufacturers could be affected

'Risk underestimated': memory chip shortage threatens to last longer than investors expect

Analysts expect Micron to maintain a memory market share of 20-25%

Samsung shares jump after announcing new memory chips. Why did Micron shares fall?

Samsung quotes could rise 45-50% in 2026, JPMorgan Chase predicts

Samsung's stock made its biggest jump since 2008. What inspired investors?

Analysts consider the shares of both companies attractive and the likelihood of a market redistribution is low due to the huge deficit

Samsung has lost to SK Hynix for the first time in terms of annual profits

Wall Street analysts almost unanimously recommend buying shares of AI memory chip makers 

Samsung wants to start supplying memory to Nvidia ahead of competitors. Is this a risk for them?

At the end of 2025, the global semiconductor market is facing an acute shortage of memory chips. The three largest players - Micron, SK Hynix and Samsung Electronics - <a href="https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share">control </a> almost the entire memory market for AI gas pedals, with their shares rising 253.6%, 256% and 178% respectively over the year. Memory issues are already a structural problem, without the solution of which it is impossible to further scale AI.

The memory limit: How chip shortages are driving up prices and slowing down the AI boom

Even after the stock price soars in 2025, shares of chipmakers in Asia are trading significantly cheaper than their U.S. counterparts

The fund that outperformed 97% of its peers bet on memory chips. What stocks did it buy?

Samsung Electronics may see a sharp increase in profits amid rapidly rising semiconductor prices caused by supply shortages and frenzied demand from the AI sector, Reuters reports. According to analysts, the surge in memory market prices could deliver the company one of its strongest financial results in recent years.

Memory chip shortage to boost Samsung's profits by 160% — Reuters. What about the shares?

Western Digital Corporation

Applied Digital Corporation

Analysts suggest that the supercycle of growth for chipmakers could last until 2027.