Investors see multi-year tailwind beyond AI data centers
6 Yesterday 9:20 AM · 16h ago · 2 articles · 4 comments · 2 sources · development 6 of 6
Reddit commenters argue the bull case extends across multiple growth drivers: AI data center demand remains high for years; within ~5 years, demand gets another boost from exponential growth in AI robots, drones, and autonomous taxis; consumer PC and smartphone upgrades will continue; memory makers return cash to shareholders through buybacks, raising EPS; and new capacity additions mainly come from existing players like Micron, SK Hynix, and Samsung.
“Micron, SK Hynix, Samsung…[are the main players] as most of that new capacity is coming from the existing memory makers”
RealHornblower, Reddit commenter · reddit ↗
Sanjay Mehrotra Micron CEOMicron Technology Memory chip makerAMD and Intel Server platform makers
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Reported in the same hours no headline names this development itself — these 1 claim were published in its stretch
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first by Yahoo Finance, 19h ago
1 more headline
- Micron vs. Sandisk: Which AI Memory Stock Has More Room to Run? Yahoo Finance · 16h ago
What people said 5 voices · verbatim
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AI data center demand remains extremely high for the next few years at least Within ~5 years, demand for memory gets another boost from exponential growth in AI robots, drones, taxis, etc. While all this is happening, ordinary consumers eventually upgrade PCs and smartphones despite high prices. While all of the above is happening, memory makers…
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I'm a professional analyst, I'm on the fence for NAND flash, but got into dram stocks pretty early after I saw a chart similar to this . This is the bull case. It shows that up until 2019, training was compute limited, and after that point, it became memory limited. The company that solves the performance bottleneck wins the prize: market share…
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I am more of a macro trends guy than a company numbers guy, here is my take. Bull Case: Compute is eating the world, to be effective compute needs storage. Micron and Sandisk are two of the last few standing, there are not enough players left to effectively create the bust cycle that has dogged RAM since we had RAM. Bear Case: all of that is true…
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SanDisk is the pure play on data centers. This is why it captures more upside today for trading and it will fall harder when hyperscalers slow. Micron is the play on all devices needing more memory (data centers, EVs, robots, phones, etc.). This is the longer term buy and hold which would be less sensitive to a crash.
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Thanks for sharing. Sounds like you’re still very bullish on memory? Why on the fence about NAND: because storage needs won’t need to grow to the point where eventually the industry is storage constrained, or because of lesser moat?
All 6 developments of Micron's AI Memory Boom Reaches New Heights With… →
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