Nomura: Memory Chip Shortage to Last Until 2028, Sector Valuation Severely Undervalued
23:40:01 25/10/2026
Bollcoin, October 25 — According to Zhitong Finance, Nomura said the market's concerns about the outlook for AI investment are "overreactions," the memory chip shortage will persist until 2028, and the memory sector's valuation is already severely undervalued.