Semiconductors and Hardware
Memory chips
HBM, DRAM, NAND, the memory cycle
- Episodes
- 35
- Share
- 3.4%
- Shows
- 28
- Net sentiment
- −0.15
Up from 2.6% of episodes in the weeks before; net sentiment was +0.39.
Bullish 10Mixed 9Neutral 1Bearish 15
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 10
- Agent workloads need more DRAM and NAND, and new capacity arriving in 2027 could stabilize prices and lift profits.AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around · Chip Stock Investor Podcast · Oct 12
- Memory supply is structurally constrained and pricing power should rise, not follow historical cyclicality.Lonis Hamaili: Launching an AI Supply Chain Hedge Fund · Value Hive Podcast · Oct 16
- Memory customers drove a large jump in ASML's revenue, helping offset the reliance on TSMC.ASML Q3 2026 Earnings: Sold Out Through 2028 & The New WFE Cycle · Chip Stock Investor Podcast · Oct 14
- Memory makers trade at low multiples and should keep earning strong profits, with buybacks likely next year.We Analyzed 6 AI Sectors - Only 3 Look Like HUGE Opportunities · Milk Road Stocks · Oct 13
- Hosts see HBM demand tied to GPU growth and memory bottlenecks lasting well beyond prior cycles.CoreWeave Bonds Hit 14.5%. ASML Still Can't Build Enough Machines. | Ep 60 · Futurum Equities Podcast · Oct 16
- HBM placed near compute is presented as the key way to break the memory bandwidth wall.Podcast EP374: How proteanTecs Tames Multi-Die Packaging Challenges with Nir Server · SemiWiki.com · Oct 16
Show 4 moreShow fewer
- Efficiency gains raise concurrency, so memory demand for HBM and DRAM is expected to keep growing.Ep. 038 - GLM 5.3 on AMD, NVIDIA, and Chinese Chips From Day One (InferenceX) | Kimbo Chen, Wenyao Gao, Jordan Nanos · SemiAnalysis Weekly · Oct 14
- Memory and SSD prices have surged, driving GPU server costs higher and constraining supply.Why Nvidia's GPUs Sell Out In Hours w/ Hyperbolic · Blockspace: AI News · Oct 18
- HBM is supply-constrained and expensive; avoiding it is presented as a cost advantage for the hardwired design.Why AMD Bought a Chip That Can't Be Reprogrammed · Deep Dive · Oct 15
- Samsung's huge quarterly operating profit reflects the memory boom and strong HBM demand.Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323 · The Six Five with Patrick Moorhead and Daniel Newman · Oct 12
Bearish 15
- Memory stocks sold off on Chinese competition fears, and commoditization may eventually normalize pricing and margins.MU, ASML & TSM: AI Demand Remains Strong Despite the Selloff · Schwab Network · Oct 14
- CXMT's DRAM advance raises fears of cheaper memory eroding supernormal profits at Samsung and SK Hynix.KOSPI Sell-Off - Can China's Memory Push Squeeze Profits? · The Modern Market Show · Oct 13
- Chinese competition like CXMT and cheaper dense memory raise fears of supply and pricing pressure on incumbents.Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26 · CNBC's "Fast Money" · Oct 13
- Chinese memory supply expansion and Kospi selloff pressured memory stocks despite solid earnings.AI Trade Selloff, Blur Shuts Down, and Is Crypto Next? · Full Port · Oct 13
- Memory stocks fell for six sessions on China competition fears and earnings nervousness, though analysts argue fundamentals remain strong.Tech Takes a Breather; Dyna’s “Taku” Robot Visits the Set 10/13/26 · Closing Bell · Oct 13
- Memory chip makers plunged and a new Chinese entrant is seen narrowing the technology gap.S1E63: Higher for longer is testing Asia’s AI trade · The Business Times Podcasts · Oct 16
Show 9 moreShow fewer
- China's CXMT plans server memory launch, pressuring Samsung and SK Hynix shares despite unproven yields.The Morning Allocator: IMF says AI carried world trade; UK shoppers stick to the food aisle; China's memory-chip push rattles Seoul · The Angus Briefing · Oct 13
- Memory stocks sold off on competitive threat from CXMT's denser memory design and broader AI selloff.Bank Earnings Get Mixed Reviews, Meta Wants You to Pay for Smarter AI · The Rundown · Oct 13
- Memory names sold off on cyclicality concerns, Chinese competition and sentiment shifts despite tight supply.10AM Hour: AI Trade Comes Under Fire, Bending Spoons CEO on Berkshire Investment, New Anthropic Revenue Numbers 10/15/26 · Squawk on the Street · Oct 15
- Memory stocks sold off on a Chinese density breakthrough and oversupply warnings.AI Jitters Hit TSMC’s Record Quarter & Penske Automotive Goes Private · Brew Markets · Oct 15
- Chinese CXMT inroads in commodity memory could cap pricing for chipmakers over time.US Q3 Earnings Kickoff: JP Morgan, TSMC, Tesla & Netflix · Market Watch · Oct 14
- Chinese competition from CXMT threatens memory pricing power, sparking a selloff in Micron and peers.JPMorgan CEO Jamie Dimon has his eye on global deficits · Sozzi Unleashed · Oct 13
- Memory chip stocks fell on multiple compression despite raised earnings estimates.Mad Money w/ Jim Cramer 10/14/26 · Mad Money w/ Jim Cramer · Oct 14
- Double-digit declines in major memory chip makers drove the Korean index crash.Morning Briefing: Strike Averted At World's Largest Copper Mine · Mining Stock Daily · Oct 15
- Memory stocks fell sharply, with Micron and SK Hynix under pressure amid a multi-day chip selloff.9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26 · Squawk on the Street · Oct 13
Mixed 9
- Musk's China memory claim raises oversupply fears, while Micron contracts and shortage forecasts support pricing power.NYC Invests in Quantum Facility, Nexus Pro+ Unleashes AI Firewall, Discord RAT Victim Data Stolen, Musk Debates China Chip Race, and more... · Tech News Daily · Oct 16
- China's new DRAM architecture sparked a selloff, though hosts debate its real near-term threat versus long-term risk.AI Stocks Are Crashing… So Why Is Demand SOLD OUT Until 2029? · Milk Road Stocks · Oct 14
- Consolidated memory supply drove strong returns, but valuations now far exceed replacement costs and new capacity is coming.How to Profit When Cycles Turn – Django Davidson on Capital Cycle Investing · The Master Investor Podcast with Wilfred Frost · Oct 13
- Micron rerated from value to growth, but peak-earnings risk means the position was scaled back.Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC · Monetary Matters with Jack Farley · Oct 12
- Memory stocks have strong earnings and cheap multiples, but a cheaper Chinese rival could hurt pricing.Anthropic's Revenue Raises Doubts Over Its IPO Valuation · The Modern Market Show · Oct 15
- Memory stocks sold off on China competition fears, but long-term contracts support Micron.Mad Money w/ Jim Cramer 10/13/26 · Mad Money w/ Jim Cramer · Oct 13
Show 3 moreShow fewer
- Strong pricing and demand, but memory stocks have sold off on decelerating price increases.Bank Earnings Kickoff, Tech Fueling Rally, Sarat Sethi Guest Host 10/13/26 · Power Lunch · Oct 13
- Memory stocks sold off sharply, though Dan Ives sees strong demand and calls the dip a buying opportunity.Closing Bell 10/14/26 · Closing Bell · Oct 14
- Memory names like SK Hynix and Micron drove semiconductor moves, with Dell citing strong demand.9am Hour: Exclusive: BlackRock’s Larry Fink, CPI Runs Hot, BofA’s $1.2B Fine 10/14/26 · Squawk on the Street · Oct 14
Around it
Companies named
- Micron 22
- SK Hynix 20
- Samsung 11
- CXMT4
- SanDisk4
- Western Digital3
Shows that covered it most
- Squawk on the Street3
- Chip Stock Investor Podcast2
- Closing Bell2
- Mad Money w/ Jim Cramer2
- Milk Road Stocks2
- The Modern Market Show2
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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