SK Hynix predicts a memory shortage lasting until 2030, driven by rising AI and robotics demand, sparking gains in chip equipment stocks like Lam Research, Applied Materials, and KLA. These companies supply the tools needed to build new chip factories to increase memory output. Despite strong demand, supply chain constraints and geopolitical risks, especially involving China, may limit growth. Investors await upcoming earnings reports and Federal Reserve decisions for clearer market direction.
As of Oct 28, 2026 23:21 WIB, SK Hynix leads gains with a 12.73% rise, trading at USD 163.95, closer to its 52-week high of USD 198.63 than its low of USD 126.79. Lam Research and Applied Materials also rally strongly, up 5.55% and 4.65% respectively, yet both remain well below their 52-week highs of USD 433.33 and USD 723.00. Meanwhile, KLA shows a more moderate 3.64% increase, trading at USD 159.26, positioned roughly midway between its 52-week low and high. This contrast highlights varied investor responses within chip equipment stocks amid the memory shortage outlook.
AI-related stocks have surged unevenly across four key sectors: semiconductor memory, HDD storage, semiconductor equipment, and AI computing platforms. Micron and SK hynix lead with strong memory demand but face concerns over peak profits. HDD makers...
Lam Research Corporation's shares have fallen 29% after previously being rated as overvalued. This price correction has significantly changed the valuation outlook for the stock. The semiconductor industry's $200 billion wafer fabrication boom is a m...
