Memory Shortage Pressures Intel While Boosting Memory Makers
Intel shares plummeted 16% after issuing a weaker-than-expected outlook, citing industry-wide supply shortages and rising memory prices. The chipmaker flagged intense AI-driven demand as a key pressure point, with CFO David Zinsner warning component pricing may constrain revenue growth.
Memory suppliers like Micron Technology are capitalizing on the same dynamics. Their shares have soared this year as AI infrastructure expansion fuels demand for high-performance memory modules. The divergence highlights how supply chain disruptions create both losers and winners in the semiconductor sector.