AI Memory Shortage to Drive Chipmaker Growth in 2026

Wedbush analysts predict a tightening memory and storage market through 2026, driven by hyperscalers absorbing a large share of available supply, potentially leading to higher pricing across DRAM and storage markets. Companies that could benefit include Micron, Sandisk, Pure Storage, and Silicon Motion. However, PC and handset makers have begun trimming build expectations, which could negatively impact Intel and AMD.