Sep. 5 at 6:27 PM
$MU $SNDK $KORU $SOXL $DRAM
The market anticipates top six hyperscalers to spend up to
$7 TRILLION on AI cloud data center expansion over five years.
That’s a lot of freaking growth in revenue and profit for chips and memory stocks.
In case you didn’t know, HBM must be physically packaged together with high-end AI GPUs and custom made AI accelerator chips and only 3 companies make HBM - Samsung, SK Hynix, and MU.
That said, (expensive) HBM is great for ultra fast speed for many write operations needed during AI LLM learning phases. Afterwards, products like SNDK’s HPF flash memory offers near HBM speed with much cheaper price with bigger persistent capacity storage which makes it more economical for mostly read operations during inference phases.
As long as hyperscaler’s capex continues to increase, phenomenal growth in memory/storage business will flourish.
