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High2026-10-23Short term · Leans positiveLonger term · Neutral

Jensen Huang: Memory Oversupply Unlikely by 2029

Nvidia CEO Jensen Huang said publicly that memory market oversupply is unlikely through 2029, easing fears that HBM and DRAM pricing has peaked. As a core HBM customer of SK hynix, his remarks are seen as strong demand-side validation, lifting near-term sentiment for memory stocks, though long-term supply-demand still hinges on capacity expansion pace.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 2 related reports

  • BigGo Finance · 10-23 10:55 KST
    Jensen Huang Fires Back in Berlin: No Memory Oversupply by 2029, Champions HBM Demand

    Nvidia CEO Jensen Huang pushed back on memory oversupply fears in Berlin, saying a glut by 2029 is unlikely and championing long-term HBM and LPDDR demand. The remarks directly benefit HBM suppliers like SK Hynix, easing cycle-peak worries and supporting the stock.

  • 鉅亨網 · 10-23 10:30 KST
    Jensen Huang: Memory Market Oversupply Unlikely by 2029

    NVIDIA CEO Jensen Huang said a severe memory market oversupply is unlikely through 2029, easing fears over HBM and DRAM gluts. The comment supports sentiment for SK hynix and memory peers, but as an industry outlook rather than company-specific news, its stock impact is neutral.

Jensen Huang: Memory Oversupply Unlikely by 2029 · Hynix Board