NVIDIA CEO Has Good News for Micron and SanDisk Investors: "The Memory Shortage to Continue for Several Years" - 24/7 Wall St.

NVIDIA CEO Jensen Huang, speaking from South Korea after a sharp chip sell-off on Friday, stated that AI-related stocks are currently undervalued and emphasized that supply chain constraints across th... Read original →

Jensen Huang’s warning of a multi-year memory shortage reaffirms that AI compute is hitting fundamental bottlenecks. Technologically, sub-3nm nodes intensify reliance on EUV and advanced packaging, making memory bandwidth the new performance ceiling—hence NVIDIA’s co-development pact with SK Hynix on HBM4, which indirectly boosts Micron and SanDisk’s leverage in LPDDR5X and UFS 4.0 markets. Geopolitically, U.S.-led export controls have raised mature-node expansion costs by ~18%, while supply chain interdependence between Korea and Taiwan, China heightens delivery risks. Samsung may accelerate in-house AI chips to internalize memory demand, while Western Digital could push QLC NAND into edge-AI applications. Over the next 12–24 months, memory shifts from cyclical to structurally tight; firms with visibility into 2027 contracts will command valuation premiums—the recent dip is a strategic entry point.