Market Winners and Losers of the Memory Chip Squeeze
Bloomberg Technology·2026-02-10 18:35
Memory chip prices have surged, driving a vast divide between winners and losers in the stock market, and investors don't see any end in sight. From Nintendo to Apple, suppliers are seeing their shares slump on concerns about profits. But memory chip producers are soaring to unprecedented heights.To put that in perspective, a Bloomberg gauge of consumer electronics makers is down 10% since the end of September. Meanwhile, a group of memory makers, including Samsung, has surged roughly 160%. The question now ...