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Winners and Losers of the Memory Chip Squeeze

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February 15, 2026

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Companies such as Nintendo Co. and Apple Inc. suppliers are seeing shares slump on profitability concerns due to the surge in memory chip prices.

Memory producers, including Samsung Electronics Co., are soaring to unprecedented heights, with a Bloomberg gauge of memory makers surging roughly 160% since the end of September.

Investors are assessing which firms can best navigate the squeeze by locking in supplies, raising product prices or redesigning to use less memory, as money managers and analysts believe industry tightness is likely to persist.

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Winners and Losers of the Memory Chip Squeeze · Bloomberg News · Sentinel