“A surplus of memory supply is unlikely by 2029: 'One of the things that's really great about memory is that you can always use more of it' — HBM will be used for years to come, and with LPDDR now in data centers 'we're going to continue to use abundant amounts of them as well.'”
Co-founder and CEO, Nvidia
Made during a sell-off in memory stocks driven by forecasts of a flood of new supply turning the memory market to oversupply around 2029.