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Jul 27 at 10:54 AM
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Bernstein Reaffirms Bullish View on Memory Chipmakers After Major AI Partnerships - $NVIDIA(NVDA.US) $SK Hynix(SKHY.US) $Micron Tech(MU.US) $Sandisk(SNDK.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฒ๐ฟ๐ป๐๐๐ฒ๐ถ๐ป reiterates a bullish outlook on ๐บ๐ฒ๐บ๐ผ๐ฟ๐ ๐ฐ๐ต๐ถ๐ฝ๐บ๐ฎ๐ธ๐ฒ๐ฟ๐.โค ๐ฆ๐ ๐๐๐ป๐ถ๐ and ๐ก๐ฉ๐๐๐๐ announced a partnership worth over $๐ฑ๐ฌ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.โค ๐ฆ๐ฎ๐บ๐๐๐ป๐ด and ๐๐ฟ๐ผ๐ฎ๐ฑ๐ฐ๐ผ๐บ signed a $๐ฎ๐ฌ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป memory and foundry agreement.โค SK Group is pursuing an additional $๐ฎ๐ฑ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in memory partnerships.โค Bernstein says AI leaders are securing long-term ๐๐๐ memory supply.โค Analysts expect around $๐ญ.๐ฏ ๐๐ฟ๐ถ๐น๐น๐ถ๐ผ๐ป in annual memory revenue for 2027 and 2028.โค Bernstein says recent memory sector weakness presents a ๐ด๐ผ๐ผ๐ฑ ๐ฒ๐ป๐๐ฟ๐ ๐ฝ๐ผ๐ถ๐ป๐.โค Bernstein rates ๐ฆ๐ฎ๐บ๐๐๐ป๐ด, ๐ฆ๐ ๐ต๐๐ป๐ถ๐ , and ๐ ๐ถ๐ฐ๐ฟ๐ผ๐ป ๐ข๐๐๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ.โค Analysts expect minimal impact on ๐ง๐ฆ๐ ๐ from the announced agreements.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Reinforces ๐๐๐ as the key bottleneck in AI infrastructure expansion.โค Long-term supply deals improve visibility for memory makers' future revenue.โค Securing memory supply supports AI growth plans at ๐ก๐ฉ๐๐๐๐ and ๐๐ฟ๐ผ๐ฎ๐ฑ๐ฐ๐ผ๐บ.โค Positive outlook could strengthen investor sentiment toward AI memory stocks.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ ๐ฎ๐ฟ๐ธ ๐๐ถ, Bernstein Analyst:"We believe the announced amounts are more for memory and indicate the need for NVIDIA & Broadcom to secure memory supply."
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