| Mobile Web

Search results for Morgan Stanley

Industry

Smartphone, PC costs to rise 15 to 40 percent in vicious cycle from commodity DRAM shortage

Memory makers are allocating more wafer capacity to high-bandwidth memory and DDR5, reducing output of commodity DRAM and lifting prices, an industry source said. The shift is expected to raise the cost of making a smartphone or PC by at least 15 to 40 percent this year. As higher costs are hard to pass on amid weak demand and falling shipments, pressure is likely to move to parts and materials suppliers.

Industry

Sodium-ion batteries seen as next contender in grid ESS market, with 20 percent share projected by 2030

Sodium-ion batteries are emerging as a next alternative in the grid energy storage system market, helped by lower raw material costs, performance in low temperatures and reduced cooling needs, Cleantechnica reported. Morgan Stanley Research estimates their installed-base share will reach 2 percent in 2027, 20 percent in 2030 and 37 percent in 2035. U.S. companies including ESS, Peak Energy and Unigrid are preparing products for grid and residential storage.

Crypto

Bitwise CIO says U.S. SEC proposal not enough to fully open Wall Street doors

Bitwise Chief Investment Officer Matt Hougan said the U.S. Securities and Exchange Commission\'s latest crypto regulatory proposal does not fully open the door to Wall Street, but only opens a few doors among many. He said institutional money will treat crypto infrastructure like mainstream finance only after many small, complex rule changes build up. Hougan highlighted Rule 611 and market fragmentation as key issues and said standardisation, clearer rules and interoperability are needed.