Vest(@VestExchange):Heading into the close, memory names are extending their advance, with $MU up around 5.4%. Intel CEO Lip-Bu Tan said this week that memory prices have risen five to seven times, and that the shortage will worsen into 2027. Memory now accounts for 70% to 80% of the cost of low-end phones and laptops, with HBM supply trailing demand from Samsung, SK Hynix and Micron.

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Vest@VestExchange

2026.09.17 19:30

Heading into the close, memory names are extending their advance, with $MU up around 5.4%. Intel CEO Lip-Bu Tan said this week that memory prices have risen five to seven times, and that the shortage will worsen into 2027. Memory now accounts for 70% to 80% of the cost of low-end phones and laptops, with HBM supply trailing demand from Samsung, SK Hynix and Micron.