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Morgan Stanley: The Sell-off in U.S. Memory Stocks Is a “Healthy Reset,” Not a Cyclical Turning Point
svmuu.com20/07/2026 08:47
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Svmuu News: According to market reports, Morgan Stanley analysts have described the recent sell-off in U.S. memory stocks as a “healthy reset” and do not view it as a turning point in the memory cycle. Morgan Stanley expects DRAM prices in the third quarter of 2026 to still rise by more than 20%–30% quarter-over-quarter. This assessment is based on specific channels and product categories and should not be equated with official contract prices for server DRAM across the entire industry.
Source：Odaily · Source Link
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