Memory Stocks Dip But AI Demand Soars | Raleigh News

Memory stocks crashed last year after a wild run, with giants like Micron and Samsung dropping over 20% from summer highs — but Morgan Stanley says it might be a buying opportunity. Despite fears around slower PC and phone sales, AI data centers are driving massive, sustained demand, pushing HBM prices up 25% by Q3 and creating a potential shortage that could last through 2027. Companies are locking in multi-year supply deals as the broader chip market recovers. Volatility remains, but the firm sees dips as entry points — watch how long AI demand outpaces supply. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/58b1d1ebd50d6525