$NVDA CEO Jensen Huang says a memory glut by 2029 is unlikely because "you can always use more of it" which is huge for $MU and $SKHY .
Even with China's CXMT ramping production I think the bigger threat remains standard DRAM rather than advanced HBM powering AI GPUs.
Even with China's CXMT ramping production I think the bigger threat remains standard DRAM rather than advanced HBM powering AI GPUs.