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Tim Fries

Memory Market Supercycle Drives Rally in Three Chip Sector Stocks

Constrained capacity investment, supply chain shifts, and Nvidia's pivot to LPDDR technology have triggered a memory supercycle. TrendForce projects Q4 pricing will rise 75% year-over-year. DDR4 and DDR5 module costs have surged 130–180% over 18 months, data show.
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