Everything on Semiconductor Cycles

DRAM and NAND memory chip gross margins are nearing 180% quarter-over-quarter growth, indicating the memory supercycle may be peaking ahead of broader hardware digestion.

Impact: Signals potential earnings inflection points for memory manufacturers, prompting investors to reassess high-valuation hardware positions.

— from AI Infrastructure Shifts, Energy Volatility, and SaaS Disruption · Alles auf Aktien – Die täglichen Finanzen-News· Apr 03, 2026