Stock Track | GIGADEVICE Soars 6% Intraday Amid Memory Chip Shortage and Surging AI Demand

Stock Track01-20 10:00

GIGADEVICE (03986) surged 6% during Tuesday's intraday trading, reaching new highs as the memory chip sector experiences heightened demand driven by AI infrastructure development.

The stock's rise is attributed to a worsening memory chip shortage, as highlighted by Micron Technology, which noted that supply constraints are expected to persist beyond this year. Micron is actively expanding production capacity, including a recent $1.8 billion acquisition to boost output. Analysts emphasize that the current price increases are sustainable due to limited advanced process capacity and robust growth in AI server demand.

TrendForce predicts a 65% year-on-year increase in capital expenditure from major cloud providers in 2025, with AI servers being the fastest-growing segment in data center investments. This trend positions memory chip manufacturers like GIGADEVICE as key beneficiaries of the ongoing demand surge.

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