ADATA chairman: DRAM shortage lasts another 10 years, 'AI bubble talk can wait until 2040'
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ADATA chairman: DRAM shortage lasts another 10 years, 'AI bubble talk can wait until 2040'
· ADATA chairman via wccftech (surfaced by u/jerm2z)
Source: View source · ADATA chairman via wccftech (surfaced by u/jerm2z) · web
Why it's worth your time
A named memory-industry principal putting a decade horizon on the shortage the memory-supercycle thesis rides — vendor talking his book, but the strongest public duration claim yet, and it surfaced hot (502 points on the r/wallstreetbets link post) the same week Kioxia-led memory names ripped.
Related
7 events DateTypeEvent
Jul 20 PickSemafor — the AI memory shortage is going geopolitical Jul 24 Market SignalDisclosed Money: Congress's Most Active Traders Spent May and June Buying the AI Supply Chain Jul 19 ArticleWhat to Own When Intelligence Is Free Jul 26 ArticleMemory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter Jul 17 ArticleThe K3 Scare Is Not the R1 Scare Jul 30 SourceSituational Awareness NAV vs gross exposure — Kobeissi tweet Jul 30 SourceThe Situational Awareness arc — paradislabs tweet Source links
Tweets, videos, filings, articles, and source pages tied to this read.
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