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2025-10-04 16:16:56
[Multiple chip giants raise product prices. Morgan Stanley: The memory chip industry will usher in a super cycle] Over the past six months, global memory chip prices have continued to rise. Especially in the past month, news of price increases has become increasingly frequent. Major manufacturers such as South Korea's Samsung Electronics and the United States' SanDisk have recently notified customers to adjust their quotes, and spot market prices have also risen rapidly in a short period of time. The capital market has given direct feedback on recent changes in the memory chip market, and the stock prices of many manufacturers have continued to hit historical highs. In the past month, Micron's stock price has risen by about 60%, and Kioxia and SanDisk's stock prices have both risen by more than 100%. From an industry perspective, Morgan Stanley's latest research report predicts that under the wave of artificial intelligence, the memory chip industry is expected to usher in a "super cycle." (CCTV Finance)
