Correction in memory

Created by tozsdepercek – 2026.01.08.

After a strong year beginning STX & WDC & Micron seems to be having an Nvidia moment?

Backed up with high demand, which currently can not be fully covered, so it will start its new US factory build up in 2026, to be able to fulfill demand for the future of the “new economy” (EV, AI, data centres)

After a strong start to the year, STX, WDC, and Micron are beginning to experience what many are calling an “Nvidia moment.” Demand for memory and storage solutions has surged, driven by rapid expansion in artificial intelligence, electric vehicles, and data centers. These sectors form the backbone of the new digital economy, and their growth is placing unprecedented pressure on global supply chains.

Currently, demand significantly exceeds available capacity, highlighting the strategic importance of advanced semiconductor manufacturing. To address this imbalance and secure long-term growth, Micron has announced plans to begin building a new factory in the United States in 2026. This investment is aimed at expanding production capacity and ensuring the company can meet future market needs.

The move underscores growing confidence in sustained demand for high-performance chips and memory solutions. As AI workloads intensify and data infrastructure scales globally, companies like STX, WDC, and Micron are positioning themselves at the center of the next technological cycle, much like Nvidia has done in recent years.