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

MarketWatch · Jun 9, 2026, 6:40 PM · Also reported by 2 other sources

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

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

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