Woofun AI reports that Citigroup analysts have added Micron Technology to their 'Upside Catalyst' watchlist, anticipating a rise in DRAM chip prices during the second half of 2026. Conversely, Qualcomm has been placed on the 'Downside Catalyst' watchlist due to sluggish smartphone sales growth.

The analysts noted that AI computing demand continues to outstrip supply, evidenced by a recent 20% increase in AWS EC2 GPU prices. They identified current DRAM shortages as the primary constraint limiting computing supply.