The memory stock run up is just getting started and this DRAM shortage chart explains exactly why (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-17
Milk Road AI cites Deutsche Bank and Gartner forecasts showing DRAM demand outrunning supply to argue that the current memory stock rally has only just begun.
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Extraction
Topics: dram-shortagememory-stockssemiconductor-demandai-hardware
Claims
- DRAM demand is outrunning supply according to Deutsche Bank and Gartner forecasts.
- Memory stocks have not yet peaked and the current rally is in early stages.
- The DRAM supply-demand imbalance is one of the most important charts in tech right now.
Key quotes
The memory stock run up is just getting started and this DRAM shortage chart explains exactly why.
demand is outrunning supply