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Deep Tide TechFlow News: On June 07, “New Stock God” Serenity noted that Nvidia CEO Jensen Huang warned that, due to the large-scale expansion of AI infrastructure, the global memory shortage is expected to persist for many years, and related announcements will be disclosed further tomorrow.
$MU and $EWY (Samsung / SK Hynix) operating profit expectations are no longer too exaggerated, while the demand for Silicon Photonics (optical interconnects) combined with memory was specifically mentioned by Nvidia executives. It is expected that Nvidia’s demand for supply volume will be “beyond imagination,” which is a major positive for the SiPH supply chain—benefiting business momentum from $SIVE (now the Nvidia upstream ecosystem) to $SOI .