Memory Chip Supply Crunch Will Last 2 More Years, JPMorgan Warns

3-line summary

• JPMorgan strategist Jay Kwon said the memory chip supply-demand shortage will continue for the next two years, driven by rising memory demand from both GPUs and CPUs, according to a Yahoo Finance report.
• Kwon noted memory shares saw a 25% correction in Q3 2026 to date amid EPS misses and slower cloud capex spending, but remains bullish on Micron, Kioxia and Winbond.

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