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Odaily Planet Daily News In a research report, Citi analysts stated: "Given that DRAM chip prices are expected to rise in the second half of 2026, Micron Technology has been added to the 'Positive Catalyst Watch List'; meanwhile, due to weak growth in smartphone sales, Qualcomm has been placed on the 'Negative Catalyst Watch List'." Citi analysts noted: "Fundamentally, demand for AI computing remains in a state of supply shortage. The recent 20% price increase for AWS EC2 GPUs reflects this situation. DRAM shortage is currently the biggest constraint on computing power supply." (Jinshi)