Stock Track | GIGADEVICE Soars 8.38% Intraday on Memory Chip Super Cycle Optimism

Stock Track01-19

GIGADEVICE (03986) surged 8.38% during Monday's intraday trading, reflecting strong investor confidence in the memory chip sector. The stock's performance aligns with broader market optimism driven by a tightening supply-demand gap for memory products.

A Morgan Stanley report highlighted an impending super cycle for memory chips from Q2 2025 through 2026, with supply constraints for DDR4, DDR3, NOR Flash, and SLC/MLC NAND intensifying. The report projects potential price hikes of up to 50% in Q1 2026, driven by robust demand for advanced process memory products like DDR5 and HBM, which are diverting capacity from mature processes.

GIGADEVICE, a leader in NOR Flash and SLC NAND Flash in mainland China, is well-positioned to capitalize on this cycle. Analysts note its diversified product portfolio and second-place ranking in niche DRAM as key growth drivers, with the memory upswing expected to unlock further incremental gains.

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