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Nvidia CEO Huang Jensen said 'the more memory, the better' and dismissed concerns about a 2029 memory oversupply.
Nvidia's view that AI demand will keep absorbing memory supply through 2029 supports sustained HBM and DRAM capacity investment, though it is a company-side view rather than market data.
Trade pressSlicast · October 22, 2026 at 18:57 UTC · US · Source: 아시아경제
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