US Top News and Analysis | Memory chip makers are looking at a 'supercycle' and 'windfall gains.' The stocks jumped 30% ...

US Top News and Analysis | Memory chip makers are looking at a 'supercycle' and 'windfall gains.' The stocks jumped 30% in one weekAI generated summary, Read the full article for complete information.Memory chip makers are riding a “supercycle” of surging AI demand, boosting pricing power and profit forecasts across the volatile sector. Analysts cite rapid AI accelerator adoption as a catalyst for windfall gains, driving shares like Micron Technology up nearly 38% for its best weekly performance since 2008 and lifting the Roundhill Memory ETF (DRAM) over 30% in a week. Samsung plans to start construction of its new P5 Fab 2 plant six months early to cement market dominance through 2027, while SK Hynix is fielding investment offers to ramp production, and Micron’s recent Taiwan plant acquisition promises greater DRAM and HBM output by the end of 2028. The memory crunch is pushing DRAM and NAND prices higher—analysts project a 180% rise by mid‑2026—causing downstream cost pressures for c...