Nomura Securities says the memory chip shortage will persist until 2028

AT A GLANCE

Nomura Securities believes the market is overly concerned about artificial intelligence investment and that the memory chip shortage will persist until 2028.

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Nomura Securities: The memory chip shortage will persist until 2028; sector valuations have been severely undervalued

BlockBeats reported that October 25, Nomura Securities stated that market concerns over the outlook for artificial intelligence investment are an “overreaction,” and that the memory chip shortage will persist until 2028. Memory sector valuations have been severely undervalued.

Original link https://m.theblockbeats.info/flash/373587

Key points

October 25, BlockBeats relayed Nomura Securities' views.
Nomura Securities stated that market concerns over the outlook for artificial intelligence investment are an “overreaction.”
Nomura Securities expects the memory chip shortage to persist until 2028.
Nomura Securities believes that memory sector valuations have been severely undervalued.

AI-assisted interpretation

The following is analysis, separate from reported facts. Verify important claims independently.

This is a securities firm's assessment of the memory chip market: it believes the current supply shortage will not end soon and that the market assigns low valuations to the memory sector. The above constitutes Nomura Securities' views and forecasts, rather than confirmed outcomes.

Why it matters to readers

If the shortage and valuation assessments prove correct, the memory chip sector may attract market attention; however, the original article provides no specific data supporting the forecasts or valuation conclusions.

Beginners should treat this information as an institutional view rather than a basis for buying or selling; they may continue to monitor whether the shortage persists and whether relevant data support the assessment.

Risks and unknowns

The evidence does not provide Nomura Securities' original report.
The evidence does not explain the data and methodology underlying the assessment of the memory chip shortage.
The evidence does not provide specific metrics or benchmarks supporting the conclusion that memory sector valuations are undervalued.
The outlook for artificial intelligence investment, the duration of the shortage, and sector valuation assessments are all subject to uncertainty.

Nomura Securities says the memory chip shortage will persist until 2028

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