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Medium2026-10-23Short term · Leans positiveLonger term · Leans positive

Jensen Huang Says Memory Never Enough; Analysts See Micron Tripling

Nvidia CEO Jensen Huang said memory supply is never enough, seen as a strong endorsement of memory demand. Analysts cited this to forecast Micron shares could triple, a sentiment that could spill over to SK Hynix and other memory names and support sector valuations in the near term.

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

Related coverage · 1 related reports

  • Yahoo 財經 · 10-23 15:00 KST
    Jensen Huang Says Memory Never Enough; Analysts See Micron Tripling

    As Micron shares slumped, Nvidia CEO Jensen Huang said memory is never enough, and analysts see Micron tripling. The remark indirectly benefits HBM key supplier SK Hynix, reinforcing expectations of sustained AI memory demand and lending sentiment support to its stock.

Jensen Huang Says Memory Never Enough; Analysts See Micron Tripling · Hynix Board