B · Normal
[Nomura Securities: The shortage of memory chips will continue until 2028, and the sector’s valuation has been seriously underestimated] On October 25, Nomura Securities stated that the market’s concerns about the prospects of artificial intelligence investment are an “overreaction”. The shortage of memory chips will last until 2028, and the valuation of the storage sector has been seriously underestimated.
AI 🕐 2026-10-25 15:12
#AI #chip #semiconductor chip #memory chip #Brokerage strategy
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