Multiple chip giants raise product prices, Morgan Stanley: The memory chip industry is set to enter a super cycle

In the past six months, global memory chip prices have continued to rise. Especially in the last month, news of price increases has become more frequent. Major manufacturers such as South Korea's Samsung Electronics and the United States' SanDisk have recently notified customers of price adjustments, and spot market prices have quickly risen in a short period. The capital market has given direct feedback on the recent changes in the memory chip market, with several manufacturers' stock prices continuously reaching historical highs. In the past month, Micron's stock price has increased by approximately 60%, while both Kioxia and SanDisk's stock prices have risen by over 100%. From an industry perspective, Morgan Stanley's latest research report predicts that under the AI boom, the memory chip industry is expected to enter a "super cycle."