Memory Chip Squeeze Splits Markets, Pain for Tech Stocks and Gains for Suppliers
Lead: By Feb. 9–10, 2026, a sharp rise in memory chip prices has fractured equity markets, boosting suppliers while hitting device makers’ margins. Investors from asset managers to sell‑side analysts report widening performance gaps between winners — memory producers — and losers such as Nintendo, major PC vendors and many Apple suppliers. Market participants say … Read more