A number of Wall Street investment banks have recently expressed their views on the future of the memory chip industry. Taken together, analysts believe that the price increase of AI-driven memory chips may slow down, but the shortage of supply will continue in the short term. Morgan Stanley warned in a report that as price increases narrow and manufacturers' inventories gradually accumulate, the memory chip cycle will enter an advanced stage in the fourth quarter. Bernstein pointed out in a report that traditional DRAM contract prices are expected to rise by about 17% month-on-month in the third quarter, which is a sharp slowdown from about 65% month-on-month increase in the second quarter of this year. J.P. Morgan predicts that the shortage of memory chips will continue for another two years. The bank estimates that the market will need to add an additional 300,000 DRAM wafer production capacity and 45,000 NAND wafer production capacity per month to achieve a balance between supply and demand by 2028.

Disclaimer:Webull uses external vendor Google Translation Service for news translations where we endeavour to ensure these are correct, however, we recommend that you please double-check this information accordingly. Webull is not responsible for translation errors or issues.