POPA ReconMemory super cycle, gap between industry conditions and stock prices source
Memory super cycle, gap between industry conditions and stock prices source 1. The core bottleneck of AI is clearly memory - Dan Ives: Memory supply and demand will be balanced only in 2029 - Structural benefits from Hynix and Micron are expected to continue for several years. - Even if the AI adoption rate is only 20%, four times more power will be needed than currently. 2. On the other hand, Jordi Visser’s perspective is different. - The argument is that it is not the end of memory, but that the parabolic rise in stock prices has already passed. - Even if supply shortages continue, stock p…
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