Svmuu “New Stock God” Serenity posted on platform X, stating that NVIDIA CEO Jensen Huang has warned that driven by the massive expansion of AI infrastructure, the global memory shortage is expected to persist for years. Huang plans to announce a cooperation plan with SK Group Chairman Chey Tae-won next Monday.
Serenity pointed out that recent earnings forecasts for Micron Technology and EWY (Samsung / SK Hynix) are no longer exaggerated, while the combined demand for Silicon Photonics (optical interconnect technology) and memory has been specifically emphasized by NVIDIA executives. NVIDIA’s demand for supply has been described as “beyond imagination,” highlighting the strong pull of AI server and data center expansion on the upstream supply chain. Based on this, Serenity is optimistic about investment opportunities in the SiPH supply chain, suggesting that the business outlook from SIVE (now an upstream ecosystem enterprise for NVIDIA) to SOI will benefit, implying that a long-term industrial chain dividend driven by AI infrastructure is taking shape.