Nomura said the memory chip shortage will last until 2028 and that the sector's valuation is already severely undervalued. The bank dismissed market concerns over the AI investment outlook as "overreactions."
The assessment signals continued tightness in memory supply driven by sustained AI demand, while suggesting current pricing does not reflect the sector's fundamentals.
Nomura: Memory Chip Shortage to Persist Until 2028, Sector Valuation Severely Undervalued
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