---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000847680.md"
description: "Morgan Stanley: Semiconductor Sales"Our CY26 memory forecast at $981bn is higher than our prior forecast and up meaningfully from $223bn last year. For CY27, we are assuming 29% growth y/y to $2.22 trillion, mostly due to memory dynamics."$Micron Tech(MU.US) $DRAM $EWY $Sandisk(SNDK.US) $SK Hynix(SKHY.US)"
datetime: "2026-08-10T20:46:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000847680.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000847680.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000847680.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Morgan Stanley: Semiconductor Sales"Our CY26 m…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**