星球日报|Jul 20, 2026 13:43
[Analysis: Memory Chip Giants Face Sell-Off, but Samsung's Low Valuation May Attract Investors]
Odaily Planet Daily reports that the stock prices of the three major memory chip companies—Samsung Electronics, SK Hynix, and Micron Technology—have all declined this month, presenting an opportunity for investors to reposition themselves in the rapidly growing memory chip industry. The market is concerned that the current memory chip boom, driven by artificial intelligence demand, may slow down in the coming years, repeating the typical 'expansion-surplus-downturn' cycle seen in past cyclical industries. Analysts point out that investors entering the memory chip sector at this stage need to believe in the sustained growth of AI-driven storage demand and be prepared to withstand the risks brought by industry cycle fluctuations. In terms of investment choices, one strategy is to focus on the company with the lowest valuation. Samsung, currently valued relatively lower among the three major memory chip companies, may become an option for some investors seeking growth opportunities in the storage industry. (The Information)
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