NVIDIA CEO predicts no memory oversupply before 2029

NVIDIA HBM AI memory semiconductor industry Jensen Huang

NVIDIA CEO Jensen Huang has dismissed market concerns regarding a potential memory semiconductor oversupply, stating that demand for high-bandwidth memory (HBM) and low-power DDR (LPDDR) will continue to expand for several years. Speaking at the GTC Berlin event, Huang emphasized that as AI industry growth continues, the increasing capacity and utility of memory will sustain demand through at least 2029.

In the broader semiconductor landscape, major players are racing to develop next-generation AI memory architectures. SK Hynix and Samsung Electronics are focusing on technologies like 3D DRAM and advanced HBM structures to improve power efficiency and data processing speeds. Meanwhile, Micron Technology has outlined a roadmap to expand production of its 1δ DRAM and G11 NAND processes by the second half of 2027, while also developing vertical HBM (vHBM) aimed for 2028 mass production.

Huang also addressed the growth of 'neocloud' companies, noting that the primary constraint for these AI data center providers is working capital rather than a lack of demand. Additionally, he expressed an open stance toward collaborating with Chinese memory firms, such as CXMT, noting that global supply chains often involve Chinese enterprises at various stages.

Entities

ChangXin Memory Technologies · CoreWeave · Jensen Huang · Micron Technology · Nebius · Nvidia · SK Hynix · Samsung Electronics

Claims

What the coverage asserts, and how many sources carry each claim.

[● 3 SOURCES] NVIDIA plans to continue large-scale use of LPDDR memory. blockchainseoul.kr · technews.tw
[● 3 SOURCES] The main constraint for neocloud companies is working capital, not lack of demand. blockchainseoul.kr · technews.tw
[● 3 SOURCES] NVIDIA is open to using products from Chinese memory firm CXMT. blockchainseoul.kr · technews.tw
[● 3 SOURCES] Jensen Huang denies the possibility of a memory semiconductor oversupply before 2029. blockchainseoul.kr · technews.tw
[● 3 SOURCES] HBM demand is expected to continue for several years. blockchainseoul.kr · technews.tw
[○ 1 SOURCE] NVIDIA AI computing systems can be used for 8 years or more. unwire.pro
[○ 1 SOURCE] Micron is developing vertical HBM (vHBM) with a target mass production date of 2028. news.cnyes.com
[○ 1 SOURCE] Micron aims to expand production of 1δ DRAM and G11 NAND in the second half of 2027. www.tokenpost.kr