AI is absolutely devouring memory supply right now.
Datacenter eSSD, server DRAM, and HBM demand is surging 50–110% YoY while overall supply is crawling at just 20–25% growth.
That's a supply-demand mismatch you can't ignore. When infrastructure demand outpaces production by this margin, pricing power shifts hard to suppliers.
This is the kind of structural tightness that sets up multi-quarter tailwinds for memory plays. Watch how $MU and others navigate the next earnings cycle — margin expansion could surprise to the upside if this gap holds.
$NVDA $SKHY
Datacenter eSSD, server DRAM, and HBM demand is surging 50–110% YoY while overall supply is crawling at just 20–25% growth.
That's a supply-demand mismatch you can't ignore. When infrastructure demand outpaces production by this margin, pricing power shifts hard to suppliers.
This is the kind of structural tightness that sets up multi-quarter tailwinds for memory plays. Watch how $MU and others navigate the next earnings cycle — margin expansion could surprise to the upside if this gap holds.
$NVDA $SKHY