Semiconductors and Hardware
Memory chips
HBM, DRAM, NAND, the memory cycle
- Episodes
- 16
- Share
- 1.5%
- Shows
- 16
- Net sentiment
- +0.44
Bullish 11Mixed 1Neutral 0Bearish 4
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 11
- AI demand is outpacing supply, so memory prices and margins should stay elevated for years.AI's Impact on Memory: Exploring HBM, DRAM & NAND market trends · TechInsights: The Chip-Observer · Sep 23
- Memory shortage and capital discipline could cause a large upcycle and repricing in memory and equipment stocks.The Next AI Trade | Liam Dalton | Ep. 4 · Mispriced Assets Podcast · Sep 22
- Memory makers like SK Hynix and Samsung are driving index returns through high-bandwidth memory demand.The AI Giants in Emerging Markets: TSMC, Samsung, SK Hynix and China's AI Tigers · The Emerging Markets Podcast by Tellimer · Sep 25
- Samsung and SK Hynix trade at low P/E ratios despite enormous AI-driven profit growth; memory shortages persist.Why 80% of US Startups Are Now Running on Chinese AI Models | Kevin T. Carter, EMX ETFs · Behind the Ticker · Sep 27
- Micron benefits from tight memory supply and pricing power, though earnings guidance may look noisy.Meta is up big on Muse. AMD is priced for no mistakes. Micron is next. | Ep 58 · Futurum Equities Podcast · Sep 25
- Host expects strong Micron earnings and cites memory-market strength, suggesting upside.🚀 Nasdaq Hits All-Time Highs—Buy the Dip or Take Profits? | QQQ, WDC, MU, META, NVDA & AI Stocks · Daily Stock Picks · Sep 23
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- Memory stocks broke out on sustained AI demand and still trade at low multiples despite the rally.11AM Hour: McDonald's CEO, Okta CEO & Trump-Xi Meeting on Deck 9/23/26 · Squawk on the Street · Sep 23
- HBM5 validation on CoWoS with memory makers is presented as a step toward mainstream adoption.Podcast EP368: An Overview of TSMC Open Innovation Platform (OIP) event with Aveek Sarkar · SemiWiki.com · Sep 23
- Memory shortages and rising prices suggest the supercycle has more room to run.Closing Bell Overtime: Rising Yields Test the Market 9/25/26 · Closing Bell · Sep 25
- Korean memory makers Samsung and SK Hynix are seeing large profits from the AI boom.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in American Studies · Sep 25
- Samsung and SK Hynix profits are surging from the AI memory boom.Mehran Gul, "The New Geography of Innovation: The Global Contest for Breakthrough Technologies" (Simon and Schuster, 2026) · New Books in Science, Technology, and Society · Sep 24
Bearish 4
- Memory pricing is cooling as Chinese supply rises and end demand weakens, risking a glut and margin decline.What will Micron's gross margin guide be? · Investing Experts · Sep 27
- AI data-center demand is squeezing DRAM supply, so consumer device memory prices are rising sharply.Ron Johnson & buying iPhones in Apple Stores on the AppleInsider Podcast · AppleInsider Podcast · Sep 25
- An Acer CEO said memory prices may start declining next year as Chinese competition grows.Enthusiasm for Meta's Muse reignites parts of AI trade · Saxo Market Call · Sep 22
- Memory and disk prices are described as exploding, raising costs and pressuring budgets.From Bare Metal to AI: Supermicro and VMware Cloud Foundation · Virtually Speaking Podcast · Sep 22
Around it
Companies named
- SK Hynix 8
- Samsung 8
- Micron 7
- Western Digital1
- SanDisk1
- TSMC 1
Shows that covered it most
- Mispriced Assets Podcast1
- Saxo Market Call1
- Virtually Speaking Podcast1
- Daily Stock Picks1
- SemiWiki.com1
- Squawk on the Street1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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