Nomura Securities Expects Memory Chip Shortage Through 2028

Enna Lee

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Nomura Securities Expects Memory Chip Shortage Through 2028

The firm views market concerns about AI investment as excessive and memory-sector valuations as severely undervalued.

By Enna Lee

Published Oct 25, 2026, 3:42 AM EDT

A few memory chips sit in a wafer carrier under cleanroom lights / TokenPost.ai

Nomura Securities expects the memory-chip shortage to continue through 2028. The firm also views market concerns about the AI investment outlook as excessive and memory-sector valuations as severely undervalued.

Enna Lee

Reporter

Enna Lee reports on investing and digital-asset markets for TokenPost. Send corrections or tips to info@tokenpost.com.