The global memory-chip shortage triggered by the artificial intelligence boom is creating a sharp divide in corporate earnings and stock-market performance, with semiconductor manufacturers emerging as major winners while consumer electronics makers struggle under mounting cost pressures.
According to Bloomberg, soaring demand for high-bandwidth memory and other AI-related chips has pushed prices sharply higher, benefiting companies such as Micron Technology and Samsung Electronics, whose shares have climbed to record levels following strong earnings reports. In contrast, hardware and consumer-device makers, including HP and Nintendo, are facing pressure on margins as memory costs surge.
