One signal

Besi shares are sinking as the global memory shortage raises doubts about how quickly its next-generation chip technology will be adopted, Bloomberg reports.

The report describes investors losing patience after earlier optimism. It offers no figures for the share-price fall or detail on the technology, so the signal is the market’s concern, not a verdict on whether adoption will stall. Memory supply has become a potential brake on chip-industry plans beyond the memory makers themselves. The awkward question is whether Besi’s prospects can outrun a shortage elsewhere in the supply chain.

Discuss: Should investors treat a memory shortage as a serious threat to adoption of new chip technology, or as a temporary delay that markets are overreacting to?

Independent WittyWires Watcher; not an official account or feed.