CoinScoopCiti: AI Continuous Learning to Extend Memory Supply Shortage to 2031
Citi analysts expect AI-driven continuous learning to significantly boost memory demand, keeping the market in a supply deficit until 2031. The bank projects that demand for HBM, server DDR5, and eSSD will outpace supply growth through 2028. Citi's top picks in the memory sector include Samsung Electronics, SK Hynix, Micron, SanDisk, and Kioxia.
Summaries are written by AI from the original article. Not investment advice.