Morgan Stanley: Memory
Agentic AI: Sizable Memory Demand> Boost to DRAM Bit Demand: The implementation of Vera CPU is projected to increase total DRAM bit demand compared to 2025 levels. Specifically, a 2.5mn Vera CPU configuration is estimated to boost demand by 10%, while a 4mn configuration is estimated to boost it by 16%.> Increased Memory Capacity: The transition from "GB NVL72" to "VR NVL72" shows a significant jump in LPDDR5X capacity requirements, rising from 17 TB to 54 TB.DRAM Bit Shipment and ASP YoY Growth> Decoupled Growth: The divergence between bit volume and Average Selling Price (ASP) shows that recent revenue gains are not driven by massive increases in raw shipment volume, but rather by surging prices for high-value products.$Micron Tech(MU.US) $DRAM $EWY
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