---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000889106.md"
description: "AI demand keeps getting stronger and the chip shortage could push prices higher. Still bullish on tech, but rising Treasury yields remain a big risk to watch."
datetime: "2026-09-08T04:41:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000889106.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000889106.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000889106.md)
author: "[Rainwijaya](https://longbridge.com/en/profiles/23671233.md)"
generator: "portal-rs"
---

# AI demand keeps getting stronger and the chip shor…


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## Comments (1)

- **levon9111 · 2026-09-08T06:21:15.000Z**: memory has already been repriced to that view, micron alone is worth over a trillion dollars now, so the shortage is being treated as structural rather than cyclical.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**