US Top News and Analysis | Samsung is the latest tech player to bemoan memory chip crunch. That's good news for these stocks, analysts say  AI generated summary, Read the full article for complete information. Samsung’s executive vice‑president of memory warned that surging demand for DRAM and NAND is deepening a supply crunch that will likely extend into 2027, with pre‑booked orders already outpacing the company’s fulfillment capacity. Tech CEOs, including Apple’s Tim Cook and Alphabet’s Sundar Pichai, say higher memory costs are starting to bite into their businesses, while Meta is extending the life of older servers because new chips are scarce. Wall Street sees the shortage as an investment opportunity, targeting major memory makers such as Micron, SK Hynix and Samsung, as well as NAND producers like SanDisk, whose earnings surged on sharply higher average selling prices. Analysts also note strong upside potential for memory‑test equipment and for HDD makers Seagate and Western Digital, whose stocks have risen sharply on expectations of continued cap‑ex spending by hyperscalers to support AI infrastructure. Read more: https://www.cnbc.com/2026/05/01/samsung-bemoans-memory-chip-crunch-thats-good-news-for-these-stocks.html #Samsung #TimCook #SundarPichai #JaejuneKim