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Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector

MarketWatch· Britney Nguyen· Jun 9, 2026 · 9:58 PM
Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector

Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says.

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