Retail traders pile into memory chipmakers as AI boom squeezes supplies, lifts prices


FILE PHOTO: Samsung Electronics HBM4, a sixth-generation high-bandwidth memory solution for AI and HPC applications, on display during the 2025 Korea Tech Festival in Seoul, South Korea, December 4, 2025. REUTERS/Kim Hong-Ji/File Photo

Jan 14 (Reuters) - Retail ‌investors ramped up buying of U.S. memory and data storage chipmakers in January, following ‌2025's strong momentum on expectations that booming artificial intelligence infrastructure demand will ‌tighten supply and lift prices.

An acute global shortage of memory chips is forcing AI and consumer-electronics companies to fight for dwindling supplies, which is expected to support a multi-yearbacklogfor memory chip makers.

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