Samsung's preliminary results and union strikes are mentioned as factors that might not paint a full picture of the memory market, with analysts trying to interpret the data.
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Why Memory Stocks Are Falling
Jul 8, 2026
The creator discusses the recent downturn in memory stocks, specifically Micron, attributing it to a combination of macroeconomic factors like Middle East tensions and fears in the AI semiconductor market, as well as specific news such as Apple seeking chips from Chinese companies. Despite the bearish sentiment, the creator believes these factors are not fundamentally detrimental to the memory market, particularly for high-tech products like HBM and DRAM used in AI servers.
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Apple begins testing CXMT chips for devices sold in China, which the creator believes will not impact the high-demand HBM, server DRAM, or AI server NAND markets.
The creator owns Form Factor as an indirect way to invest in the memory space.
The creator owns Rambus as an indirect way to invest in the memory space.
The creator owns Silicon Motion as an indirect way to invest in the memory space.
Micron Technologies is down 17% in the past 5 days, but the creator believes the bearish news impacting the memory space is not a significant long-term issue.
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