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Nvidia CEO Jensen Huang said a memory chip glut is unlikely by 2029, citing growing demand for LPDDR memory in data centers. He disagreed with a Korean newspaper's prediction of a memory sector price war. His comments come as Micron faces a strike in Taiwan and some U.S. PC builders report rising DDR5 prices.
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Key sources
- SOURCE@stocksavvyshay“memory shortage is going to “get worse” next year with ~$95B in AI server backlog”x.com
- SUPPORT@aleabitoreddit“Samsung already allocated majority of capacity into 2031 from SED and hyperscalers like $GOOGL are already reportedly securing memory LTAs into 2035”x.com
- SOURCE@melvininvests“A PC builder in the United States says its supplier raised DDR5 prices another 10% to 15% this week”x.com
- SUPPORT@melvininvests“the union representing Micron's Taoyuan workers says it will strike on Thursday”x.com
- SUPPORT@stocksavvyshay“new memory fabs unlikely to provide meaningful relief until 2029 or 2030”x.com
- SUPPORT@stocksavvyshay“Jensen Huang says a memory glut by 2029 is unlikely because 'you can always use more of it'”x.com
- SUPPORT@aleabitoreddit“It's a 4 year problem because there's just not enough supply”x.com
- SOURCEhuggingnewshuggingnews.com