DRAM chips on show on the semiconductor exhibition SEDEX 2020 in Seoul, South Korea on Oct. 27, 2020.
Chris Jung | NurPhoto | Getty Photos
Reminiscence-chip producers are headed for a sustained growth and two shares might pop greater than 30% primarily based on Japanese financial institution Nomura’s newest prediction.
Gross sales of reminiscence chips jumped in latest months because the Covid-19 pandemic accelerated using applied sciences corresponding to cloud in addition to spurred demand for digital merchandise together with smartphones, computer systems and servers.
“We view this up-cycle not as a short-term recovery-driven one, however a super-cycle,” Nomura analysts wrote in a Wednesday report as they upgraded the goal costs for 2 main reminiscence chipmakers.