Samsung is the latest tech player to bemoan memory chip crunch. That's good news for these stocks, analysts say

Memory chips and storage drives are becoming a major bottleneck in the artificial intelligence buildout, driving companies' capital expenditures higher. Chipmakers warn the supply crunch will get worse before it gets better, and Wall Street sees an opportunity. Quarterly earnings from the hyperscalers like Alphabet and Microsoft released this week showed solid cloud revenues underpinning capex that could top $1 trillion by the end of next year, and memory prices are poised to be a key driver of …