---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000817592.md"
description: "📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: 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) 👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤  𝗕𝗲𝗿𝗻𝘀𝘁𝗲𝗶𝗻 reiterates a bullish outlook on 𝗺𝗲𝗺𝗼𝗿𝘆 𝗰𝗵𝗶𝗽𝗺𝗮𝗸𝗲𝗿𝘀.➤  𝗦𝗞 𝗛𝘆𝗻𝗶𝘅 and 𝗡𝗩𝗜𝗗𝗜𝗔 announced a partnership worth over $𝟱𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤  𝗦𝗮𝗺𝘀𝘂𝗻𝗴 and 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 signed a $𝟮𝟬𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 memory and foundry agreement.➤  SK Group is pursuing an additional $𝟮𝟱𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in memory partnerships.➤  Bernstein says AI leaders are securing long-term 𝗛𝗕𝗠 memory supply.➤  Analysts expect around $𝟭.𝟯 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 in annual memory revenue for 2027 and 2028.➤  Bernstein says recent memory sector weakness presents a 𝗴𝗼𝗼𝗱 𝗲𝗻𝘁𝗿𝘆 𝗽𝗼𝗶𝗻𝘁.➤  Bernstein rates 𝗦𝗮𝗺𝘀𝘂𝗻𝗴, 𝗦𝗞 𝗵𝘆𝗻𝗶𝘅, and 𝗠𝗶𝗰𝗿𝗼𝗻 𝗢𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺.➤  Analysts expect minimal impact on 𝗧𝗦𝗠𝗖 from the announced agreements.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤  Reinforces 𝗛𝗕𝗠 as the key bottleneck in AI infrastructure expansion.➤  Long-term supply deals improve visibility for memory makers' future revenue.➤  Securing memory supply supports AI growth plans at 𝗡𝗩𝗜𝗗𝗜𝗔 and 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺.➤  Positive outlook could strengthen investor sentiment toward AI memory stocks.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗠𝗮𝗿𝗸 𝗟𝗶, Bernstein Analyst:"We believe the announced amounts are more for memory and indicate the need for NVIDIA & Broadcom to secure memory supply.""
datetime: "2026-07-27T10:54:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000817592.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000817592.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000817592.md)
author: "[Hardik Shah](https://longbridge.com/en/profiles/27423834.md)"
generator: "portal-rs"
---

# 📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Bernstein Reaffirms Bullish View …


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