High2026-11-01Short term · Leans positiveLonger term · Leans positive
Nomura: Memory at Just 2-3x Valuation, a Tech Safe Haven
Nomura said the memory chip sector trades at just 2-3x valuation, giving it defensive appeal as a safe haven amid tech volatility. The view directly supports valuation re-rating hopes for SK Hynix and other memory leaders, lifting sentiment short term and providing support if inflows persist.
Impact assessments are model-generated from public coverage, for reference only and not investment advice.