[HN Gopher] Memory chip stocks shed $100B as AI-driven shortage ...
       ___________________________________________________________________
        
       Memory chip stocks shed $100B as AI-driven shortage trade unwinds
        
       Author : cjs_ac
       Score  : 11 points
       Date   : 2026-03-27 20:52 UTC (2 hours ago)
        
 (HTM) web link (www.ft.com)
 (TXT) w3m dump (www.ft.com)
        
       | cjs_ac wrote:
       | Full article text:
       | https://removepaywalls.com/https://www.ft.com/content/e4e156...
        
       | pogue wrote:
       | I'm guessing this is going to cause a significant RAM price drop
       | very soon? * _fingers crossed*_
        
         | roxolotl wrote:
         | Seems like no:
         | 
         | > However, analysts were not convinced this week's sell-off was
         | warranted. The implications for memory and computing were
         | "neutral near term", Morgan Stanley added, as lower AI costs
         | would likely increase overall demand.
        
       ___________________________________________________________________
       (page generated 2026-03-27 23:01 UTC)