Memory oversupply is unlikely until after 2029
黄仁勋表示，他预计内存不会在2029年之后的某个时间点之前出现供过于求。
English original
Huang said he doesn't expect an oversupply of memory until sometime after 2029
在英伟达GTC柏林大会上
报道摘要
Memory stocks, which include Micron( MU +2.46%), SK Hynix ( SKHY +4.05%), Samsung, and Sandisk ( SNDK -1.82%), are also seen as some of the riskier AI stocks due to the cyclical nature of memory.
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