Jensen Huang just shut down the "memory oversupply by 2029" narrative that's been floating around Korean media and dragging $KOSPI names like Samsung and SK Hynix.
His take? "You can always use more memory." He pointed to LPDDR usage in data centers and flat-out said he doesn't see oversupply happening by 2029.
Here's why this matters: $NVDA probably has the best forward visibility in the entire semiconductor supply chain. They're orchestrating the AI buildout, they know what's coming, and they're sitting at the center of every architectural shift.
Meanwhile, Samsung has already locked in capacity through 2031 for SED (Samsung Electronics Device), and hyperscalers like $GOOGL are reportedly signing memory supply agreements out to 2035 according to KeyBanc.
Yet the market is pricing in "it's all over" for memory stocks right now.
If you had to pick between Jensen Huang's view and a Korean newspaper opinion piece, who would you trust?
Memory names are getting crushed on oversupply fears while the biggest buyer in the ecosystem is saying the opposite. That's the kind of disconnect that creates asymmetric setups.
His take? "You can always use more memory." He pointed to LPDDR usage in data centers and flat-out said he doesn't see oversupply happening by 2029.
Here's why this matters: $NVDA probably has the best forward visibility in the entire semiconductor supply chain. They're orchestrating the AI buildout, they know what's coming, and they're sitting at the center of every architectural shift.
Meanwhile, Samsung has already locked in capacity through 2031 for SED (Samsung Electronics Device), and hyperscalers like $GOOGL are reportedly signing memory supply agreements out to 2035 according to KeyBanc.
Yet the market is pricing in "it's all over" for memory stocks right now.
If you had to pick between Jensen Huang's view and a Korean newspaper opinion piece, who would you trust?
Memory names are getting crushed on oversupply fears while the biggest buyer in the ecosystem is saying the opposite. That's the kind of disconnect that creates asymmetric setups.