"Price is not an issue" for hyperscalers investing in Taiwan, S Korea's chipmakers: T.Rowe Price

Thomas Poullaouec of T. Rowe Price said he does not expect demand for memory chips to slow despite rising prices. The comment is supportive for memory-chip fundamentals and suggests pricing strength may be sustainable. Market impact is limited because this is analyst commentary rather than a concrete earnings or guidance update.

Analysis

Thomas Poullaouec of T. Rowe Price said he does not expect demand for memory chips to slow despite rising prices. The comment is supportive for memory-chip fundamentals and suggests pricing strength may be sustainable. Market impact is limited because this is analyst commentary rather than a concrete earnings or guidance update.