Morgan Stanley: Sell-off in US Memory Stocks is a "Healthy Reset," Not a Cyclical Turning Point

Odaily Planet Daily News: According to market sources, Morgan Stanley analysts have characterized the recent sell-off in US memory stocks as a "healthy reset" and believe it does not signal a turning point in the memory cycle. Morgan Stanley expects DRAM prices to still potentially rise over 20%-30% quarter-on-quarter in Q3 2026. This assessment is based on specific channel and product segment metrics and cannot be simply equated to the official contract prices for server DRAM across the entire industry.