Morgan Stanley analysts say they are expecting the computer memory sector to hit new highs over the rest of 2024, despite investors "generally" not being comfortable buying such stocks at such lofty prices. "At mid-cycle we see many new highs being made over the rest of the year.
" "We think SK Hynix is clearly in a league of its own within the HBM category, and believe it will sustain the best idiosyncratic growth/returns and hold the majority of HBM market share in 2025," the analysts explained. Also on the list is Samsung Electronics : despite the company having a muted first half, the analysts noted.
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