📊Executive Summary

The article discusses the current landscape of small-cap semiconductor stocks, particularly highlighting the strong demand and supply shortage in the DRAM market following Micron's strong earnings report. Paul Meeks from Freedom Capital Markets notes that the demand for DRAM is outpacing supply, leading to significant contracts with hyperscalers that ensure revenue stability for manufacturers. The article also mentions POET Technologies, which has faced challenges but secured a substantial contract with Lumilens to develop optical interconnect technology, indicating a potential growth area in AI infrastructure. This context suggests procurement teams should monitor the memory market closely due to the ongoing supply constraints and pricing dynamics....