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Aug 10 at 03:46 PM
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)
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