$7 Billion Gone: DRAM ETF Investors Crushed As Memory Chip Mania Unravels
DRAM ETF investors face $7 billion in estimated losses as a 40% plunge rattles the artificial intelligence memory chip trade.
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SK hynix shares rose 1%+ after reports that subsidiary Solidigm is considering a new U.S. NAND factory in Upstate New York.
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DRAM ETF investors face $7 billion in estimated losses as a 40% plunge rattles the artificial intelligence memory chip trade.
Chip stocks rebound in Friday’s premarket, led by SanDisk, Micron and AMD, recovering only part of Thursday’s losses amid AI sector fears.
SK Hynix shares experienced a significant decline as part of a broader technology sector sell-off triggered by concerns over artificial intelligence infrastructure spending.
Following the recent semiconductor sell-off, the article compares AMD and TSMC as AI investment opportunities for 2027. While AMD competes directly in the AI chip market with strong growth (34% revenue increase), TSMC benefits from manufacturing chips for multiple industry leaders with superior profitability (45.1% margin). TSMC is recommended as the better buy due to its lower valuation (23.8x forward P/E vs AMD's 63.0x), stronger financial position, and broader exposure to the AI industry without dependence on a single chip designer.