Chip Equipment Stocks Rally as SK Hynix Signals Memory Shortage Into 2030: Lam Research Jumps 5%, Applied Materials Climbs 4%, KLA Gains 3%
SK Hynix just forecast a memory shortage stretching years into the future, and the chip equipment makers who build the factories to fix it are surging. But supply bottlenecks and China exposure could determine whether this rally has real legs.
SK Hynix just forecast a memory shortage stretching years into the future, and the chip equipment makers who build the factories to fix it are surging. But supply bottlenecks and China exposure could determine whether this rally has real legs.
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