P Equity Research 📰(@pequityresearch):Nomura on data center delay impact on memory: "Considering big tech companies' various responses and memory makers' long-term supply agreements (LTAs), the impact on the memory market from 2028F onward is likely to be milder than the market fears. Even if some data center projects are delayed, we believe memory makers can preemptively adjust supply in 2+ years later through LTAs, limiting the risk of severe oversupply." $MU $DRAM $EWY $SKHY

P Equity Research 📰

@pequityresearch

Research 📃 & News 🗞️ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:

Joined April 2023

960 Following 68.3K Followers

P Equity Research 📰@pequityresearch

2026.11.08 02:33

Nomura on data center delay impact on memory: "Considering big tech companies' various responses and memory makers' long-term supply agreements (LTAs), the impact on the memory market from 2028F onward is likely to be milder than the market fears. Even if some data center projects are delayed, we believe memory makers can preemptively adjust supply in 2+ years later through LTAs, limiting the risk of severe oversupply." $MU $DRAM $EWY $SKHY

107

Forward to community

Most Popular Users