---
title: "AI Super Cycle Drives Surge in Demand; Multiple Memory Chip Companies Forecast Positive Q1 Earnings"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282256458.md"
description: "The AI super cycle is driving a surge in demand for memory chips, with several companies forecasting positive first-quarter earnings. Shannon Semi expects its net profit to increase by 87 times year-on-year, while TWSC anticipates turning a profit. Despite reports regarding the potential replacement of physical memory, the industry outlook remains positive. With global capacity tightening and order books full, the memory chip industry is embarking on a new round of growth"
datetime: "2026-04-09T22:32:24.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282256458.md)
  - [en](https://longbridge.com/en/news/282256458.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282256458.md)
---

# AI Super Cycle Drives Surge in Demand; Multiple Memory Chip Companies Forecast Positive Q1 Earnings

Shannon Semi expects its net profit to increase by up to 87 times year-on-year, and TWSC anticipates a significant year-on-year turnaround from losses... Driven by the dual impetus of exploding AI server demand and a wave of product price increases, several memory chip companies are likely to deliver stellar first-quarter reports. "Although the recent news about 'physical memory potentially being replaced' had a considerable impact on the memory chip sector, the outstanding performance data of related companies still reflects a positive industry outlook," said an individual familiar with the AI industry. Coupled with structural global capacity tightness and consistently full order books, the memory chip industry is entering a new super cycle led by the AI computing power revolution, with a clear growth trend for the entire year. (Shanghai Securities News)

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