Melvin(@MelvinInvests):UBS says the 19% selloff in memory stocks is an opportunity, not a sign the cycle is breaking. AI agents are driving stronger server DDR5 orders into 2027. UBS expects HBM4 to grow from 17% of HBM demand in 2026 to 39% in 2027. It also expects Samsung to add 120,000 wafers a month of DRAM capacity by late 2027, but sees little real impact on supply until late 2028. $MU

Melvin

@MelvinInvests

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Melvin@MelvinInvests

2026.10.17 09:00

UBS says the 19% selloff in memory stocks is an opportunity, not a sign the cycle is breaking. AI agents are driving stronger server DDR5 orders into 2027. UBS expects HBM4 to grow from 17% of HBM demand in 2026 to 39% in 2027. It also expects Samsung to add 120,000 wafers a month of DRAM capacity by late 2027, but sees little real impact on supply until late 2028. $MU