March 9, 2026 07:12 AM GMT Greater China Semiconductors | Asia Pacific Morgan Stanley Taiwan Limited+ M Update Old memory: How to think about DDR4 price hike in 2Q26? What's new? Greater China old memory stocks underperformed the market today (Taiex -4.4%, vs. Winbond -5.2%, NTC -9.9%, PSMC -7.6%, Macronix -10.0%). In addition to geopolitical issues, investors are also concerned about a slower DDR4 price hike into 2Q. Our thoughts: Given weaker NB and graphics demand post CNY (PC semis: Headwind increasing) ...