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

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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

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