🟢 DRAM is trading 7.3% up today after Morgan Stanley flags global shortage as buying opportunity

DRAM is trading 7.3% up today after Morgan Stanley issued a bullish note highlighting a prolonged global memory shortage and framing last week’s selloff as a major buying opportunity.

• Sentiment toward memory-chip names tied to AI infrastructure has improved significantly as sector forecasts point to record semiconductor equipment sales.
• Industry analysts are anticipating an AI-driven supercycle in DRAM and NAND demand, fueling a broader rebound across the memory-chip sector.