Memory chip profits are soaring, so why is the Korean stock market hitting the brakes first? Morgan Stanley reveals the "stock price inflection point" of the supercycle.

date
12/10/2026
Zhitong Finance APP has learned that a latest research report titled "Memory Chips: Distinguishing Traditional Cycles from Super Cycles" published by Wall Street financial giant Morgan Stanley shows that the unprecedented global AI boom is creating a memory chip super cycle with stronger demand and a longer duration, but the inevitable traditional boom-bust cycle patterns of supply expansion, price changes, and profit fluctuations still exist.