Hong Kong Market Movement: Memory Concept Stocks Lead Gains Amid Persistent Chip Shortage, Q2 Prices Set for Exponential Surge

Stock News03-25

Memory concept stocks are leading gains in the Hong Kong market. As of writing, MONTAGE TECH (06809) rose 5.4% to HK$183.4, while GIGADEVICE (03986) increased by 5.13% to HK$422.2. The uptick follows recent comments from OpenAI's Chief Operating Officer Brad Lightcap, who identified storage chip shortages and U.S. energy supply constraints as two major potential bottlenecks for AI infrastructure expansion. Lightcap's remarks signal a significant shift in the AI industry's awareness of infrastructure limitations. He noted that OpenAI is actively diversifying its supplier base and expanding the geographic distribution of data centers to ensure its infrastructure expansion plans are not hindered by reliance on a single supply chain. A recent Nomura research report highlights that the memory sector's bull cycle is expected to last much longer and be more sustainable than geopolitically-driven oil price increases, with the core variables being the ongoing expansion of AI demand and lagging supply growth. The firm anticipates that memory price increases in the second quarter of 2026 will "significantly exceed previous expectations," with commodity DRAM and NAND prices projected to rise sequentially by 51% and 50%, respectively. This represents an exponential jump compared to its earlier forecasts of 6% and 20%.

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