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Chips

: 3
The memory-chip sector is prone to “vicious” boom-and-bust cycles and the problem looks set to worsen as Chinese firms ramp up capacity, Wood says / Photo: LinkedIn / Catherinedwood
News·13.10.2026 19:43
Cathie Wood says ARK avoids memory-chip stocks due to ‘vicious’ cycles
  • AVGO
  • MU
  • 688825.SS
Chip manufacturers and their suppliers have warned of helium shortages due to war with Iran / Photo: Arman_Hasyim / Shutterstock.com
News·27.03.2026 00:16
'Chip output at risk': business warned of raw material shortages due to war with Iran
Micron shares jumped. Its competitor predicted a supercycle of chip demand
News·29.10.2025 17:29
Micron shares jumped. Its competitor predicted a "supercycle" of chip demand
  • MU
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