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Micron

Memory Chip Stocks Crashed

Why Memory Chip Stocks Crashed 14% During a Shortage — and What a 6x P/E Really Means

TL;DR — On July 2, 2026, SK Hynix fell about 14.6% and Samsung about 9% in a single session — hard enough to trigger an emergency halt on Korea's Kospi — while the underlying product, AI memory, is so scarce that Micron's quarterly revenue just quadrupled to
Carus Cha 05 Jul 2026
The Chip Shortage Isn't Ending — It Runs Past 2027

The Chip Shortage Isn't Ending — It Runs Past 2027

TL;DR — Micron shares jumped after the company signaled the chip shortage is now projected to last beyond 2027, with memory demand from AI outrunning supply. While headlines fret about an AI bubble, the hardware underneath is telling a tighter, more bullish story: not enough chips, for longer than expected.
Carus Cha 29 Jun 2026

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