In the Memory Chip Super Cycle, Buy Individual Stocks or ETFs?
TradingKey - In the first quarter of 2026, the memory chip market is undergoing a once-in-three-decades super cycle. DRAM contract prices have surged by over 90% quarter-on-quarter, while NAND prices have risen by more than 50%. For the first time, Microsoft and Google have signed three-year long-term agreements with memory manufacturers, agreeing to prepay 10% to 30% in deposits. Samsung reported record quarterly profits, and SK Hynix’s stock price jumped nearly 15% in a single day. Amidst this market rally, individual investors are primarily focused on whether to purchase individual stocks directly or diversify their positions through ETFs.
TradingKey - In the first quarter of 2026, the memory chip market is undergoing a once-in-three-decades super cycle. DRAM contract prices have surged by over 90% quarter-on-quarter, while NAND prices have risen by more than 50%. For the first time, Microsoft and Google have signed three-year long-term agreements with memory manufacturers, agreeing to prepay 10% to 30% in deposits. Samsung reported record quarterly profits, and SK Hynix’s stock price jumped nearly 15% in a single day. Amidst this market rally, individual investors are primarily focused on whether to purchase individual stocks directly or diversify their positions through ETFs.
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