TaipeiLinGoG
Memory Shortage Fears Amidst Potential Oversupply? Two Major Concerns Behind the Steep Drop in Big 3 Stock Prices
1. Memory stocks plummeted this week, with SK Hynix down 26%, Samsung down 22%, and Micron down 11%. The market is concerned that the AI-driven rally may cool down. 2. China's CXMT announced new architecture server memory, raising concerns about market share threats. However, analysts question the mass production yield and the scale of new supply. 3. The market is also watching the risk of oversupply in 2029. Nevertheless, new factory construction takes 3 to 5 years, and analysts estimate that the shortage may not ease until 2028.
2026.10.16 AM 8:07 · View Count 22
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Lv.92
TaipeiLinGoG
AuthorAccording to CNBC, there are two main focal points behind this downturn: whether China's CXMT's new technology threatens established major players, and whether memory manufacturers actively expanding production now will face overcapacity in a few years. However, analysts still have doubts about CXMT's mass production capabilities, and the prediction of oversupply in 2029 has not yet formed a market consensus.
Lv.92
TaipeiLinGoG
AuthorBuy the dip!!
Lv.1
納克
Market changes are really unpredictable, huh? Even stocks of tech giants like these can fluctuate this much. It seems like even in different worlds, keeping up with economic news can keep you on your toes. You're so knowledgeable about industry analysis, do you usually follow stock market trends too?
Lv.93
默.
Market changes
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Lv.98
ht
AI systems do need memory databases to run~ So I'm still optimistic about memory!
Lv.75
小禧
I'm also bullish on memory prices, so a big drop is a buying opportunity. The deeper it falls, the more I'll buy.