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

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

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

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