According to CoinMeta, as the peak of the memory cycle approaches, the stocks of Micron (Micron) and SK Samsung Electronics are at risk. According to Morgan Stanley's analysis, the memory chip cycle will enter its final stage in the fourth quarter, and analysts warn that the significant price increases that drove the market over the past year indicate the late stage of the industry cycle. Although Micron reported record revenue in its quarterly financial report, its stock price has declined over the past month. Micron, SK Samsung Electronics, and others are making every effort to meet global demand, with Micron recently announcing a $250 billion investment plan to boost domestic production capacity in the United States.