- Morgan Stanley analysts wrote a note on DRAM memory.
- They cite conversations with Nvidia CEO Jensen Huang.
- Options discussed include 'de-speccing' (reducing memory capacity).
- The analysts say the main risk is a deceleration in AI itself.
- They believe demand will be resilient and any near-term despeccing will be absorbed.
- Morgan Stanley published a note stating that DRAM memory manufacturers Micron and Sandisk are not at significant risk from AI companies exploring workarounds to the DRAM shortage. The analysts cite conversations with Nvidia CEO Jensen Huang about options like 'de-speccing' (reducing memory capacity). They argue that the supply-constrained environment means demand will remain resilient unless AI itself decelerates.
The headline and the read are open. The reasons are one free account away, on every story.
One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
BORSAPLUSWhy it matters · Bull and bear case · Reaction against SPY and the sector · What to watch
Create a free account · no card