Taiwanese memory stocks rise as Kioxia forecasts strong earnings and a widening DDR4 shortage looms

setn.com (Chinese)

Japanese memory chip maker Kioxia forecasts strong Q4 earnings, signaling a memory market upturn driven by limited supply and high-margin enterprise SSDs. The company expects revenue to increase 55-72% and operating profit to surge over 200%, indicating rising prices and improved product mix. Morgan Stanley predicts a widening DDR4 shortage in 2026 due to HBM production diverting capacity. Morgan Stanley raised its target price for Winbond Electronics to NT$155, naming it a top pick, and also increased targets for Nanya Technology, Macronix, and UMC, anticipating a memory supercycle.


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Taiwanese memory stocks rise as Kioxia forecasts strong earnings and a widening DDR4 shortage looms | News Minimalist