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On February 10, reports indicated that the stock prices of memory chip manufacturers have surged to unprecedented highs in recent months. At present, fund managers and analysts are assessing which companies can navigate the ongoing supply crunch by securing adequate supplies, implementing price hikes, or redesigning products to minimize memory usage. Vivian Pai, a fund manager at Fidelity International, posits that the industry's supply constraints are likely to endure throughout the entire year. Jian Shi Cortesi, a fund manager at GAM Investment Management in Zurich, noted that historically, memory cycles have typically spanned three to four years. However, the current cycle has outstripped previous ones in both duration and intensity, showing no signs of a slowdown in demand.
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