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Top related persons:
Morgan Stanley - 1 Morgan - 1 Shawn Kim - 1 Nvidia - 1 — CNBC's Michael Bloom - 1
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HBM Asia
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Korean chipmaker SK Hynix - 1 Samsung Electronics - 1 — - 1 SK Hynix - 1 Korean - 1 SK Hynix — - 1 Samsung - 1 Phison Electronics - 1

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2 mentions found


☆ ‘The gift that keeps on giving’: Morgan Stanley likes the memory sector and picks its top stocks
  + stars: | 2023-11-08 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +3 min
The tech theme has been reigning supreme this year and one segment in particular stands out to Morgan Stanley: the memory sector. The Morgan Stanley analysts have penciled in a 14% price hike for NAND and 10% increase for DRAM this quarter. Even so, Morgan Stanley says that the recovery in the memory sector is just starting and is still "front-running a lot of good things that are supposed to happen much later." Top pick and buy-rated stocks The optimistic outlook for the memory sector spells good news for a raft of stocks in Asia. Morgan Stanley is overweight on the stock and gives it a price target of 500 New Taiwanese dollars ($15.52), or around 1% upside.
Persons: Morgan Stanley, Morgan, Shawn Kim, Nvidia, — CNBC's Michael Bloom Organizations: Korean chipmaker SK Hynix, Samsung Electronics, —, SK Hynix, Korean, SK Hynix —, Samsung, Phison Electronics Locations: HBM, Asia
☆ Wall Street is looking at the positive side of Samsung’s 96% profit drop, production cuts. Here's why
  + stars: | 2023-04-10 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Samsung's plan to cut memory chip production signals a potentially sooner-than-expected recovery for the broader memory chip market, according to Wall Street. Investors seemed to laud the news, sending shares of Micron Technology and Western Digital up about 8% each on Monday. Citi analyst Christopher Danely called the news a "huge positive" for the dynamic random access memory, or DRAM, industry. But while the cuts from Samsung should help ease some pricing pressures, caveats persist, with Morgan Stanley's Joseph Moore expecting a "fairly muted" upturn from the production cuts and slow margin recovery even in 2024. "Investors are much more excited than industry contacts around this, given obvious green shoots implied from production cuts," he wrote.
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