Odaily Planet Daily News: "New Stock God" Serenity posted on X that NVIDIA CEO Jensen Huang warned that global memory shortages are expected to persist for years due to the massive expansion of AI infrastructure, and that he will announce a collaboration plan with SK Group Chairman Choi Tae-won next Monday.
Serenity noted that recent earnings forecasts for Micron Technology and EWY (Samsung/SK Hynix) are no longer exaggerated, and NVIDIA executives have specifically highlighted the growing demand for integrating Silicon Photonics (optical interconnect technology) with memory. NVIDIA’s demand for supply has been described as “beyond imagination,” underscoring the strong pull from the expansion of AI servers and data centers on the upstream supply chain. Based on this, Serenity sees investment opportunities in the SiPH supply chain, with business conditions improving across the board—from SIVE (now part of NVIDIA’s upstream ecosystem) to SOI—suggesting that long-term industry-wide benefits driven by AI infrastructure are taking shape.