The company's stock rose after analysts issued positive ratings and raised price targets, citing surging demand for its memory chips used in AI. Its High-Bandwidth Memory (HBM) is reported to be sold out through 2026. The company has stated that the global memory shortage, driven by unprecedented AI data center demand for DRAM, is a long-term issue unlikely to see relief before 2028. It is ramping up HBM production to capitalize on this demand, extending its growth outlook.