$SNDKB Demand for memory chips is expected to continue through 2035, with the industry shortage lasting until 2029–2030!!!
According to Serenity, the long-term visibility of demand for memory chips has reached unprecedented levels. Major cloud service providers such as Google are seeking long-term supply agreements that could extend through 2035. However, the market remains concerned about the sustainability of investment in AI infrastructure and the risks associated with financing it. Dell CEO Michael Dell expects the memory chip shortage to last for around four years, and the construction of new wafer fabs is taking longer than expected. The new capacity is expected to come online between 2029 and 2030, while Dell expects the supply-demand imbalance to worsen in 2027.
Before SanDisk reports earnings at the end of the month, you can build a position in its shares in batches!!!
According to Serenity, the long-term visibility of demand for memory chips has reached unprecedented levels. Major cloud service providers such as Google are seeking long-term supply agreements that could extend through 2035. However, the market remains concerned about the sustainability of investment in AI infrastructure and the risks associated with financing it. Dell CEO Michael Dell expects the memory chip shortage to last for around four years, and the construction of new wafer fabs is taking longer than expected. The new capacity is expected to come online between 2029 and 2030, while Dell expects the supply-demand imbalance to worsen in 2027.
Before SanDisk reports earnings at the end of the month, you can build a position in its shares in batches!!!
