Departing Apple CEO Tim Cook Just Gave Memory Stocks Good News - The Motley Fool

Former Apple CEO Tim Cook's final earnings call highlighted a positive outlook for memory stocks, as he described current memory pricing as a 'hundred-year flood,' signaling continued price increases.... Read original →

The AI boom is driving unprecedented demand for high bandwidth memory, directly fueling price increases in DRAM and NAND. Limited EUV capacity from ASML constrains HBM production, intensifying supply chain bottlenecks. Downstream AI chipmakers like NVIDIA are ramping up orders, strengthening memory vendors' pricing power. Micron and Sandisk see short-term gains, but SK Hynix is better positioned long-term due to its HBM dominance and a $500 billion deal with NVIDIA. Geopolitical tensions increase risks for Taiwan, China and South Korean firms, accelerating supply chain reshoring. The imbalance is expected to persist through 2030, making these stocks attractive for aggressive investors. Companies must prepare for advanced process scaling and diversified sourcing strategies.