---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38045576.md"
description: "The company clearly warned that the memory chip shortage caused by AI demand will continue, which I believe directly strengthens its position as a core supplier in the current boom. Data centers' strong demand for high-bandwidth memory (HBM) and advanced DRAM is driving the industry into an AI-driven upcycle, and the company's product mix and pricing power are expected to benefit continuously.$Micron Tech(MU.US)"
datetime: "2026-01-23T05:20:48.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38045576.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38045576.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38045576.md)
author: "[情报站小张](https://longbridge.com/en/profiles/25231412.md)"
generator: "portal-rs"
---

# The company clearly warned that the memory chip sh…


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