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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Sam who wrote (95485)11/28/2025 5:20:24 PM
From: Sam2 Recommendations

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More on this from The Straits Times

Tech firms from Dell to HP warn of memory chip squeeze from AI

Summary

  • AI infrastructure demand is causing a memory chip shortage, potentially increasing costs for electronics manufacturers like Dell and HP.
  • Chipmakers like SK Hynix have sold out their 2025 supply, while Counterpoint Research forecasts a 50% price rise by Q2 2025.
  • Companies like Lenovo are stockpiling, while others may reprice devices; US sanctions are also exacerbating the supply issues.
AI generated

Published Nov 27, 2025, 09:42 AM
Updated Nov 27, 2025, 09:17 PM
straitstimes.com
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