A 600% rise in memory chip prices is hitting phone and electronics companies
The continuous rise in memory chip prices over the past few months has led to a huge gap between winners and losers in Stock market, with no sign of the crisis ending anytime soon.
At a time when stocks of video game companies and Smartphones and personal computers, declining sharply due to concerns about profitability, shares of memory manufacturers achieving unprecedented heights.
The market had already begun to prepare for this situation, as the index fell "Bloomberg" Global consumer electronics companies rose by 12% since the end of September 2025, while shares of a group of memory manufacturers, including Samsung Electronics, rose by more than 160%.
Memory shortage hits everything electronic
Shares of the company fell "Qualcomm" by more than 8% last Thursday after the smartphone processor manufacturer indicated that memory limitations would limit phone production.
Shares saw… "Nintendo" The video game maker fell to its biggest drop in 18 months the day after it warned of pressure on profit margins as a result of the chip shortage.
Shares of the video game company also fell. "Logitech International" The Swiss manufacturer of peripheral devices fell by about 30% from its peak in November, as rising chip prices negatively affected expectations for demand for computers.For electric cars and Chinese smartphones, from "BYD" to "Xiaomi"also stagnating due to concerns about memory chip shortages.
Rise in Manufacturers’ Interest
DRAM prices have risen more than 600% over the past few months, despite continued weak demand for end products such as smartphones and cars. Moreover, artificial intelligence is creating new demand for NAND chips and other storage products, leading to higher costs in these sectors as well.
As a result, memory chip manufacturers have emerged as the most prominent winners among technology stocks, as shares have risen "SK Hynix"a leading supplier of high-frequency memory chips to the company "NVIDIA"by more than 150% since the end of September 2025.
As for the less common chip manufacturing companies, the shares of my company rose "Kioxia Holdings" Japanese and"Nanya Technology" Taiwanese shares rose by about 280% for each during the same period, while shares of the company rose "SanDisk" By more than 400%.
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