The surge in AI-related demand for DRAM — or Dynamic Random Access Memory — is tightening supply and pushing up prices in parts of the chip industry. Consumer-facing companies are being forced to either curtail supply or raise prices due to exploding costs.@rwang07, an analyst at SemiAnalysis, joins @thestalwart and @tracyalloway on the Odd Lots podcast to discuss what this means for the consumer https://t.co/qoGXjc1GMM ...

The surge in AI-related demand for DRAM — or Dynamic Random Access Memory — is tightening supply and pushing up prices in parts of the chip industry. Consumer-facing companies are being forced to either curtail supply or raise prices due to exploding costs. Ray Wang, an analyst at SemiAnalysis, joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss what this means for the consumer. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so yo ...

The surge in AI-related demand for DRAM — or Dynamic Random Access Memory — is tightening supply and pushing up prices in parts of the chip industry. Consumer-facing companies are being forced to either curtail supply or raise prices due to exploding costs. Ray Wang, an analyst at SemiAnalysis, joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss what this means for the consumer. -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM ...

The surge in AI-related demand for DRAM — or Dynamic Random Access Memory — is tightening supply and pushing up prices in parts of the chip industry. Consumer-facing companies are being forced to either curtail supply or raise prices due to exploding costs.@rwang07, an analyst at SemiAnalysis, joins @thestalwart and @tracyalloway on the Odd Lots podcast to discuss what this means for the consumer https://t.co/qoGXjc1GMM ...

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Industry Trend - Chip industry recovery is sputtering [1] Company Performance - Texas Instruments, the biggest maker of analog chips, gave a lackluster forecast for the current period [1]

Company Performance & Outlook - SNL has a buy rating and a home price target of more than €1,000, with recent results and orders indicating potential stock appreciation [1] - Expectations for 2026 have been reset to a reasonable level, with no decline anticipated [2] - Growth beyond 2026 depends on demand from artificial intelligence players in the data center sector [3] Industry Trends & Dynamics - Momentum in the chip industry and market globally, acknowledged by ASML, is not yet fully reflected in firm orders [5] - There's a growing disconnect between announced deals and committed spending in the equipment industry, raising questions about financing [6] - Lead times for EUV tools from ASML are approximately 12 months, impacting production ramp-up into 2027 [8] - ASML is close to fully booked for 2026 deliveries of EUV tools, with limited upside potential [10] - ASML is preparing to avoid becoming a bottleneck for future growth, acknowledging industry demand [11] China Market - ASML's revenue exposure to China was 42% in the reported quarter, expected to decline significantly into next year [12] - Year-to-date system sales to China through September represent approximately 32% [12] - Chinese companies are currently ordering what they can due to restrictions, impacting the outlook for 2026 [13] - Lead times for tools purchased by Chinese customers are shorter than those for EUV tools, around six months or less [14]

Investment & Geopolitics - Intel CEO Lip-Bu Tan's venture-capital firm has invested in major Chinese chip companies [1] - These investments are now under scrutiny due to heightened U S - China tensions [1]