AI will keep evolving beyond 2028, so why should memory demand peak?
Without memory—especially NAND flash—AI can’t evolve at all.
I think $SNDK will benefit more than $MU from the sustained memory demand driven by AI’s evolution, because this demand directly breaks the old application cycle.
Without memory—especially NAND flash—AI can’t evolve at all.
I think $SNDK will benefit more than $MU from the sustained memory demand driven by AI’s evolution, because this demand directly breaks the old application cycle.