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Thursday, 06/27/2024 11:22:53 AM

Thursday, June 27, 2024 11:22:53 AM

Morgan Stanley says memory stocks are set for ‘new highs’ and names its top picks
PUBLISHED WED, JUN 26 20247:13 PM EDTUPDATED MOMENTS AGO

https://www.cnbc.com/2024/06/27/morgan-stanley-likes-the-memory-sector-and-picks-its-top-stocks.html

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From the Morgan Stanley piece on the leaders in the Hbm market here is the quote

“We think SK Hynix is clearly in a league of its own within the HBM [high-bandwidth memory] category, and believe it will sustain the best idiosyncratic growth/returns and hold the majority of HBM market share in 2025,” the analysts explained.”

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