AI Steals Memory, Crushes Laptop Makers

Laptop Makers Trapped (HP Inc. HPQ, Pegatron 4938.TW, Dell DELL, Acer 2353.TW)

Jan 21, 2026

∙ Paid

While everyone is trying to decide if it’s too late to invest in Micron, SK Hynix, or Samsung, there is another opportunity brewing in the memory market that isn’t discussed or talked about enough just yet.

Memory prices are spiking in early 2026, driven by a structural shift as Samsung, SK Hynix, and Micron redirect capacity toward high-margin AI and en…

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